> ## Documentation Index
> Fetch the complete documentation index at: https://docs.parsalink.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Leads

> Track unqualified prospects in your leads pipeline and convert them to contacts when they're ready.

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    LEADS
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  <p style={{ margin: 0, fontSize: "16px", lineHeight: "1.9", maxWidth: "760px", color: "#FFFFFF" }}>
    Track unqualified prospects in your leads pipeline and convert them to contacts when they're ready.
  </p>
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>
  Overview
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## What Are Leads?

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>
  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.

  In ParsaLink, a "lead" is just a **Contact** sitting in an early-pipeline stage (typically *Prospect* or *Contacted*). There's no separate Lead record — everything you do with a Contact (notes, emails, tasks, opportunities) is already wired up. "Converting" a lead just means advancing the contact's stage to *Qualified* or *Customer*, optionally with an Account and Opportunity created in one click.
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<Note>
  Earlier versions of ParsaLink had a separate Lead model. That model was retired in favor of using Contacts with early-pipeline stages. If you're reading API docs or older guides that mention a `Lead` model, treat them as a `Contact` filtered by stage.
</Note>

***

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  Qualification
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## Lead Statuses

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>
  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  |
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***

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  Data Entry
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## Creating Leads

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>
  ### 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) |
  | Email             | 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

  Lead source data is available in AI analytics so you can measure which channels produce the most qualified leads.
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***

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  Conversion
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## Converting Leads to Contacts

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>
  When a lead is ready to enter your pipeline:

  1. Open the lead record.
  2. Click **Convert Lead** in the top-right action menu.
  3. 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.
  4. Click **Convert**. The lead's status changes to **Converted** and links to the newly created records are shown.
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<Note>
  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.
</Note>

***

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  Automation
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## Automation with Leads

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>
  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.

  See [Automation Triggers](/automations/triggers) for the full list of lead-related triggers.
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***

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  AI Features
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## Lead Scoring *(Coming Soon)*

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>
  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
</div>

<Info>
  Lead scoring is currently in development. You can manually rate leads using the **Lead Score** field (1–10) in the meantime.
</Info>