ProductCrm
Leads
User guide for Leads in the Numezis company portal.
Overview
Capture and qualify leads before they become opportunities. Lead status is pre-sales only.
Where in the app
/c/companies/:companyId/crm/leads/c/companies/:companyId/crm/leads/kanban
Step-by-step
- Open CRM → Leads. (UAT-C-CRM-LEAD-002)
- Create a lead manually or from enrichment (e.g. Zefix). (UAT-C-CRM-LEAD-004)
- Use list or kanban views to prioritize follow-ups. (UAT-C-CRM-LEAD-003)
- Convert qualified leads to opportunities—do not invoice from leads. (UAT-C-CRM-LEAD-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-CRM-LEAD-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-CRM-LEAD-001)
Permissions and modules
CRM lead read/create permissions.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
crm.leads.crud-and-list | CRM Lead CRUD and List | crm_leads | required | CRM Lead CRUD and List | high | UAT-C-CRM-LEAD-002 |
crm.leads.enrichment-zefix | CRM Lead Enrichment via Zefix (CH) | crm_leads | optional | CRM Lead Enrichment via Zefix (CH) | medium | UAT-C-CRM-LEAD-004 |
crm.leads.kanban-view | CRM Lead Kanban View and Stage Transitions | crm_leads | optional | CRM Lead Kanban View and Stage Transitions | medium | UAT-C-CRM-LEAD-003 |
crm.leads.lifecycle | CRM Lead Custom Lifecycle Management | crm_leads | optional | CRM Lead Custom Lifecycle Management | medium | UAT-C-CRM-LEAD-001 |