What Are Leads?
Leads are unqualified prospects — people or companies that have shown interest or been identified as potential customers, but haven’t yet been vetted into your main sales pipeline. Think of leads as the top of your funnel. When a lead is qualified and you’ve confirmed they’re a real opportunity, you convert them to a Contact (and optionally create an Account and Opportunity at the same time).Lead Statuses
Every lead has a status that reflects where they stand in your qualification process:| Status | Meaning |
|---|---|
| New | Just created, no outreach yet |
| Contacted | You’ve reached out at least once |
| Qualified | Confirmed fit — ready to convert |
| Nurturing | Not ready now, but worth keeping warm |
| Unqualified | Determined not to be a good fit |
| Converted | Converted to a contact and/or opportunity |
| Lost | Prospect went cold or chose a competitor |
Creating Leads
Manual Entry
Click New Lead from the Leads list. Key fields include:| Field | Description |
|---|---|
| First / Last Name | The individual’s name |
| Company | Their organization (does not create an Account record) |
| Required for email automations | |
| Phone | For call logging and SMS |
| Status | Defaults to New |
| Source | How this lead came in (see below) |
| Assigned To | The responsible team member |
| Lead Score | Manual rating 1–10 (AI scoring coming soon) |
| Notes | Qualification notes |
Lead Sources
Track where your leads come from by setting the Source field:- Website Form
- Cold Outreach
- Referral
- Social Media
- Event / Conference
- Inbound Call
- Partner
- Advertisement
- Other
Converting Leads to Contacts
When a lead is ready to enter your pipeline:- Open the lead record.
- Click Convert Lead in the top-right action menu.
- Choose what to create:
- Contact — Always created from the lead’s name and email.
- Account — Optional. Creates a company record using the lead’s Company field. You can also link to an existing account.
- Opportunity — Optional. Creates a deal in the pipeline. Set the opportunity name, value, and stage.
- Click Convert. The lead’s status changes to Converted and links to the newly created records are shown.
Converting a lead does not delete it. The lead record remains in the system with Converted status, and a link to the contact it became is shown on the lead detail page.
Automation with Leads
Leads work well with automations. Common patterns include:- New Lead → Send welcome email — Immediately acknowledge new leads with a personalized intro.
- Lead status = Contacted, no reply in 3 days → Send follow-up — Automatically follow up with leads who haven’t responded.
- Lead status = Qualified → Assign to senior rep — Route qualified leads to your best closers automatically.
Lead Scoring (Coming Soon)
ParsaLink is building AI-powered lead scoring that will automatically rate leads based on:- Engagement signals (email opens, replies, website visits)
- Firmographic fit (company size, industry)
- Behavioral patterns from your historical conversion data
Lead scoring is currently in development. You can manually rate leads using the Lead Score field (1–10) in the meantime.