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Store leads pipeline

Overview

Store → Leads captures contacts from website forms and ads. Update status and notes after each touch; promote to customer or application when qualified.

Steps

  1. Work leads daily during marketing campaigns.
  2. Record source in notes for ROI tracking.
  3. Merge duplicates before promotion.
  4. See Managing buyer inquiries.

Practical note

A lead row beats a starred email that scrolls away.

Admin setup

Deep dives assume core guides read first.

Advanced options

Link to admin and detail workflow articles for end-to-end paths.

Troubleshooting

Feature not visible: check breeding capabilities map and user permissions.