A lead is a potential customer. Use the lead form to store all sales information. This includes contact details, the responsible employee, and products.

How to create a lead

Leads can be created automatically from calls, emails, web forms, and other sources.

To create a lead manually:

1. Tap Plus (+).
2. Select Lead.

Fill in the client details:

• First and last name
• Phone number
• Email address (home or work)
• Source — where the client found your company, such as an ad or website
• Responsible — the employee who will handle the lead
• Observer — employees who can view the lead and stay informed
• Products — select or create the product the customer wants

Tap Create.

If the client already exists in the CRM, you can create a repeat leadA repeat lead is a lead form with the Client field completed. It contains contact details of the existing client. Such a lead is marked "Repeat lead".. To do this, add a contact or company to the Client field.

Work with the lead form

The lead form has three sections:

• Details — fill in all lead fields

• Products — add products, set quantity, and apply discounts

• Timeline — track changes such as stage updates, calls, emails, and comments

Use the Timeline to plan activities so you don’t miss follow-ups. For example, set a reminder to call the client or prepare documents.

To add an activity:

1. Tap Plus (+) in the Timeline section.
2. Choose an action: add a comment, create a task, or send an SMS.

Convert a lead

You can convert a lead into a contact, company, or deal.

1. Open the Details section.
2. Tap Plus (+).
3. Select Create from source.
4. Choose what you want to create.

Repeat leads can only be converted into deals.

With the Bitrix24 mobile app, you can access customer data anytime. Send emails, create documents, or arrange delivery from your phone.