What Is a Lead?
A lead is a potential customer who has shown interest but has not yet converted. Voxys Connect tracks leads separately from general contacts, with a scoring system and pipeline integration so your sales team can prioritise effectively.
Creating a Lead
From a Conversation:
- Open the conversation.
- In the right-hand CRM panel, click Create Lead.
- Enter a title, estimated value, and assign to a team member.
- Select a pipeline stage.
- Click Save.
From the Leads section:
- Go to Leads in the sidebar.
- Click New Lead.
- Link to an existing contact or create a new one.
- Fill in lead details.
Lead Fields
| Field | Description |
|---|---|
| Title | Short description of the opportunity |
| Contact | The person associated with this lead |
| Company | The organisation (optional) |
| Assignee | Team member responsible |
| Stage | Current pipeline stage |
| Value | Estimated deal value |
| Due Date | Target close date |
| Labels | Categorisation tags |
Lead Scoring
Leads receive an automatic score based on engagement signals — recent conversations, response time, and custom attribute completeness. Higher scores indicate hotter leads. Use the score to prioritise follow-up actions.
Converting a Lead
When a lead is won, mark it as Won in the pipeline. The lead remains in the system for reporting. You can also mark leads as Lost with a reason, which helps improve future lead qualification.
Lead Reports
View lead performance metrics in Reports → CRM including conversion rates by stage, average deal value, and team performance.