## 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:**
1. Open the conversation.
2. In the right-hand CRM panel, click **Create Lead**.
3. Enter a title, estimated value, and assign to a team member.
4. Select a pipeline stage.
5. Click **Save**.

**From the Leads section:**
1. Go to **Leads** in the sidebar.
2. Click **New Lead**.
3. Link to an existing contact or create a new one.
4. 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.