Leads
User guide for Leads in the Numezis company portal.
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.
- Create a lead manually or from enrichment (e.g. Zefix).
- Use list or kanban views to prioritize follow-ups.
- Convert qualified leads to opportunities—do not invoice from leads.
Permissions and modules
CRM lead read/create permissions.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
crm.leads.crud-and-list | CRM Lead CRUD and List | high | UAT-C-CRM-LEAD-002 |
crm.leads.enrichment-zefix | CRM Lead Enrichment via Zefix (CH) | medium | UAT-C-CRM-LEAD-004 |
crm.leads.kanban-view | CRM Lead Kanban View and Stage Transitions | medium | UAT-C-CRM-LEAD-003 |
crm.leads.lifecycle | CRM Lead Custom Lifecycle Management | medium | UAT-C-CRM-LEAD-001 |