Leads Management
Navigation: Header → Leads
Leads are potential customers or business opportunities. They are the starting point of your sales process.
Lead Listing Page
Filter Views / Tabs:
- All Leads · My Leads · New Leads · Recent Leads
- Aging Leads (<60 Days) — flags leads with no recent updates, prompting re-engagement before they go cold.
- Inactive Leads (90+ Days) — separates dormant leads for re-marketing campaigns.
- Lost Leads · Deleted Leads
Mass Actions — bulk edit, reassign, convert, or delete hundreds of leads at once (e.g., transferring a departing employee's leads instantly).
Add a Lead
Navigation: Leads → + Add Lead
Required: First Name, Last Name, Email, Phone Number, Designation, Lead Status, Lead Source, Assigned Rep, Meeting Description
Optional: Company Name, Website, Company LinkedIn, Number of Employees, Contact LinkedIn, Project Type, Tech Stack, Follow-up Date, Follow-up Time
- Click + Add Lead to open the creation drawer.
- Fill in the required and optional fields.
- Click Submit.
Smart Features & Protections:
- AI Company URL Auto-Fill — Company details can be added in two ways:
- Manual Entry — Type in the Company Name, Website, LinkedIn URL, Employee Count, Address, and Description directly.
- AI Auto-Fill — Enter the company website URL and iSales CRM will automatically fetch and fill in the Company Name, LinkedIn URL, Employee Count, Address, and Description.
Note: The Company Website field is always displayed. All other fields (Company Name, LinkedIn URL, Employee Count, Address, Description) can be entered manually or auto-filled by AI — other fields are populated only if data is available for that domain.
- Disposable Email Shield — Blocks temporary/fake email addresses in real time.
- Duplicate Prevention — Checks existing emails and company websites before saving to prevent two reps from contacting the same prospect.
- Company Duplicate Prevention — Checks existing company websites before saving to prevent two reps from creating conflicting accounts for the same business.
- Strict Contact Email Uniqueness — A contact person’s email can only be used once across the CRM. If an email is already registered to an existing lead or contact, the form immediately displays an error (“Email already exists! Please use another email.”) and blocks submission to prevent duplicates.
When you add a lead with a company name/website, iSales CRM automatically creates a Company profile (or links to an existing one) and creates a Contact record for the prospect — no manual entry in the Companies or Contacts modules needed.
Lead Status Types
Status
Meaning
New
Just added; no contact made yet
Contacted
Initial outreach made; waiting for response
Qualified
Lead meets your criteria; ready for a sales discussion
Negotiation
Discussing terms and pricing; close to a decision
Converted/Deal
Lead has become a Deal
Lost
No longer interested; opportunity closed
Disqualified
Does not meet your criteria; not pursuing
Admins can add custom lead statuses (e.g., Cold Prospect, Demo Scheduled, Nurturing) via Admin Settings → Pipeline Builder.
Qualify a Lead
Use the BANT framework to assess fit:
- Budget — do they have budget for your product?
- Authority — are they the decision maker?
- Need — do they genuinely need your solution?
- Timeline — when do they need it?
AI Lead Outcome & Conversation Summary
iSales CRM includes an intelligent AI analyzer that reads all interaction history, meeting notes, and messages to generate actionable intelligence — directly on the Lead Details page.
AI Feature
What It Does
Why It Matters
Overall Summary
High-level brief of the client's business, project, budget and decision criteria
Eliminates reading through dozens of past email threads before a call
Last Recap Summary
Bulleted summary of the most recent interaction and agreed next steps
Ensures continuity when following up after weeks or when a new rep takes over
Pain Points
Automatically flags core challenges, technical limitations, and budget concerns
Empowers reps to pitch directly to the prospect's most pressing problems
LinkedIn AI Profile Intelligence
Real-time analysis of the prospect's LinkedIn profile with personalized talking points
Helps reps build rapport before the first call
Table-Level AI Tooltips
Hover over the AI icon on any lead/deal row for an instant summary
Scan 20+ leads in seconds without opening individual pages
Lead Details Page
Navigation: Leads → Click any Lead Row
- Profile Header — Name, Company, Phone , Email, Owner, Lead Status dropdown.
- Radar & Next Action Cards — next scheduled interaction date and aging warnings.
- Activities & History — follow-up history, team notes, email interactions, uploaded files.
- Convert to Deal Button — promotes the lead to an active deal instantly (see Section 6.5).
Lost & Disqualified Leads
- Lost — opportunity ended (chose competitor, budget cut, timeline changed). Lost leads can be reopened.
- Disqualified — does not meet your criteria (no budget, wrong industry, not the decision maker).
To reopen: change status back → add notes explaining why → resume follow-up.
Convert Lead to Deal
- Open the lead record → click Convert to Deal.
- Specify: Deal Name, Amount, Pipeline, Starting Stage, Target Close Date.
- Click Save. The deal is created instantly on the Pipeline Board.
What transfers automatically: contact details, project type, currency, all call logs, meeting notes, follow-up history, and AI conversation summaries.
Import Leads
See Section 9: CSV Import & Field Mapping for the complete import guide.
Quick steps: Leads → Import → select file → map fields → preview → Import.
Limits: Max 10 MB · Max 5,000 leads per import · Formats: CSV, XLS, XLSX.
Delete & Restore Leads
- Delete: open lead → Delete → confirm. Lead moves to trash.
- Bulk delete: select leads → Delete in toolbar → confirm.
- Restore: Leads → Deleted Leads → find lead → Restore.
Leads in trash are permanently deleted after 30 days. Deleting a lead also removes related deals and follow-ups.
