Leads

What is a Lead in a CRM system?

A lead is a potential customer who has expressed interest but isn’t yet qualified as a sales opportunity. Leads are the starting point of the sales cycle. They must be carefully evaluated. This evaluation determines their likelihood of converting into deals. Through leads, teams can prioritize high-value prospects.

Viewing Leads in Zhylar

Kanban View (Default)

• Visual drag-and-drop interface
• Leads grouped by status (e.g., New, Contacted, Qualified)
• Quick actions (hover over a lead card).
• Move leads from one status to another.

List View

Here, you can find a list of all the leads entered in the system.

• Table format with all lead details
• Sort & filter (e.g., by date, name, status)

Viewing Leads from Company Module

The leads of a specific company can be viewed from their own profile.

• From the left-hand panel, select Company
• Click on Leads tab
• The leads against this company will be listed for you.

Customizing the Lead Pipeline

You can customize Lead Pipelines in 2 ways:

• From the Leads Module Click ⚙️. Or,

• Go to Configuration and click on Lead Pipeline

• User can Add or Rename the stages here.
• Users can also change the order of the stages by clicking on the stage name.
• Update the stage name or click on the two-way faced arrows to shuffle stage positioning.

New Leads

There are two ways to manually add new leads in the system

Option 1: From Leads Module

• Click “+ New Lead”

• Fill in required data

• Save

Option 2 : Shortcut (+) Icon from header

• A new lead can also be added by clicking the + sign next to the profile.

• All following steps remain the same.

Managing Existing Leads

Updating Lead Details

• Find lead (search or filter)
• Only open leads can be updated. Leads marked “converted” cannot be edited.
• Click ⋮ 3 dots
• Select Update

• Make changes
• Click Save

Convert Lead

To change a lead’s status to “convert“

• Click ⋮ 3 dots > View

• Select Convert

• One or more of the following actions must be done:
  • The Lead must be linked to a company (existing company or create new) with the data provided.

• Add Deal Revenue and Deal Closing Date.
• The Lead will then be converted to a Deal.

• Once done, the lead will not be visible in all open leads view.
• This will also help in sorting/searching leads.

Cloning a Lead

• Click ⋮ 3 dots
• Select Clone

• A side sheet will open.

• Add/Update details or Save Lead

• A lead can be cloned at any stage.

Deleting a Lead

• Click ⋮ 3 dots
• Select Delete

• Lead can be deleted at any stage
• Confirm (action cannot be undone)

Leads Activities

• To view Activities to a Lead, click on View.
• A new page will open.
• Here, there are several activity tabs.

Details

Here, you can find the details of the lead.

Activities

• You will find a list of Activities related to the lead.
• You can also add Activities and Calls from here directly.

Notes

• You will find a list of Notes related to the lead.
• You can also add Notes from here directly.

Emails

• All E-mails sent vis-a-vis this Lead will be visible here.
• You can also send new E-mails from here directly.

Files

• All Files attached to this Lead will be visible here.
• You can also attach new Files from here directly.

History

• Check the timeline of the Lead under the History tab.

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