Lead Capture & Source Tracking

• Automatically capture leads from website forms, social media, or email.

• Track source (e.g., Facebook Ad, Google Form, Website) to measure ROI.

 Lead Assignment Rules

• Auto-assign leads to sales reps based on territory, product interest, or availability.

• Ensures fast response and fair distribution.

 Lead Qualification & Scoring

• Use criteria (budget, industry, engagement) to prioritize hot leads.

• Assign scores automatically using rules to flag sales-ready leads.

 Lead Conversion

• One-click conversion of leads into:

  • Contacts

  • Accounts

  • Deals

• Preserves lead history during conversion.