What it covers
Track source, status, owner and follow-up, with duplicate-aware conversion into contacts, companies and deals.
Leads and sales
Lead inbox
Collect, assign and work new enquiries before they become customer records.
How it works
Give every new enquiry a clear next step
Collect incoming leads in a shared inbox, assign an owner and track source, status and follow-up. When an enquiry is ready, convert it into the CRM with checks that help avoid duplicate customer records.
In practice
Review the existing relationships before creating linked contacts, companies and deals.
When to use it
Useful situations
- Give a newly submitted enquiry a clear owner and response status.
- Separate leads by source or follow-up state during a daily triage.
- Convert a qualified enquiry while checking existing customer relationships.
A working path
How the work moves
Triage incoming interest
Review the lead’s source, status, owner and follow-up details. Search or filter the inbox to focus on unassigned or time-sensitive enquiries, then assign a person to take the next step.
Qualify with context
Open the lead and review its captured details and activity. Add the information needed to decide whether it is a fit, and keep the status aligned with the team’s actual progress.
Convert deliberately
When the lead is ready, use the conversion path to review existing relationships and choose how it should connect to contacts, companies and a deal. Confirm the proposed links before completing conversion.
Illustrative scenario
Trade-show enquiry
A rep filters for leads from an event, checks the person’s company and notes, assigns a discovery call, then converts the qualified opportunity after confirming no duplicate contact exists.
Before you start
What to check
- Duplicate-aware conversion supports a deliberate choice; it does not guarantee that every possible duplicate can be inferred from incomplete data.
- Lead fields, assignment and conversion actions remain subject to module permissions and workspace configuration.
Will converting a lead create a duplicate contact?
The conversion workflow checks existing relationships and lets the user review the proposed path before proceeding.
Can I see who owns each enquiry?
Lead ownership and follow-up are part of the inbox context where your permissions allow them.
Get started
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