Skip to main content

Qualify a new lead and move it into the pipeline

This flow fits leads from WeCom, CSV import, or CRM sync.

1. Capture the lead​

  • WeCom / Inbox: Open the message, create or assign the lead.
  • CSV: Import leads with CSV.
  • CRM: Synced contacts appear in the inbox.

2. Qualify​

In the lead drawer, check:

  • Company, role, and language
  • Concrete request or product interest
  • Campaign source

Optionally run Analyze for AI score and next action (AI lead scoring).

Set the stage to at least Contacted after first touch.

3. Set pipeline stage​

  1. Open Pipeline.
  2. Drag the card to the right column or change stage in the drawer.
  3. Assign an owner when several people sell.

Details: Pipeline and Kanban.

4. Plan the next action​

  • Set a follow-up date or assign a sequence
  • For hot leads: maintain deal value and stage in the CRM tab