{"id":987524515,"date":"2026-08-07T13:35:44","date_gmt":"2026-08-07T13:35:44","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=987524515"},"modified":"2026-08-07T13:35:48","modified_gmt":"2026-08-07T13:35:48","slug":"leads","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/ro\/manual\/leads\/","title":{"rendered":"Leads"},"content":{"rendered":"

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Leads<\/h3>\n

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In this short manual, we will introduce Leads in Teamogy and explain how they can be used to record and manage potential business contacts before an Opportunity is created.<\/strong><\/p>\n

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A Lead <\/strong>represents an initial contact<\/strong> or a potential business case<\/strong> that is still at an early stage.<\/strong> It allows you to record important information even when you do not yet have all the details required to create a complete company record or Opportunity.<\/span><\/p>\n

To give you a better idea, you can import leads from external sources-for example, web forms, campaigns, or other systems-using Teamogy Flow or an API connection.<\/span><\/p>\n

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How to create a new Lead?<\/strong><\/p>\n

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  1. In the Leads section<\/strong> (1)<\/strong>, click <\/span>+ Lead (2).<\/strong><\/li>\n
  2. Enter the available information about the contact or potential business case.\u00a0<\/span><\/li>\n
  3. You do not need to have all the information at this stage. A Lead can be created with only the details currently available and completed later as the business relationship develops.\u00a0<\/span><\/li>\n
  4. After entering the information, click <\/span>Save<\/strong> or <\/span>Save and Close<\/strong> at the top of the page.\u00a0<\/span><\/li>\n<\/ol>\n

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    Transfering a lead to an opportunity<\/strong><\/p>\n

    When a lead becomes more developed<\/strong>, it can be easily converted<\/strong> into an opportunity with a single click. Opet the lead, edit and click Create new Opportunity (1).<\/strong><\/span><\/p>\n

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      Related articles:<\/span><\/strong><\/p>\n