This document explains how the Lead Module works in WORTAL CRM, including the lead lifecycle, the Lead List (Table View), creating a lead, and the Lead Detailed View.
Covering:
- Lead List (Web Version)
- Create Lead
- Lead Detail
- Convert to Deal
What is the Lead Module?
The Lead Module is the entry point of the sales process in WORTAL CRM. It is used to capture, manage, track, and qualify enquiries received from multiple sources such as IndiaMART, WhatsApp, calls, Google Ads, Facebook, offline campaigns, and more.
A Lead represents a new enquiry or buyer interest that has not yet become a confirmed sales opportunity.
This module ensures:
- No enquiry is missed
- Every follow-up is tracked
- Sales team accountability is maintained
- Owners have full visibility on progress
- Qualified leads are converted into Deals in a structured manner
Core Features of Lead Module
The Lead Module allows users to:
- View all leads in a centralized list
- Search and filter leads
- Update lead status
- Assign or reassign users
- Perform bulk updates
- Import and export leads
- Log calls, meetings, and visits
- Schedule follow-ups
- Store notes and documents
- Track full activity history
- Convert leads into deals
Lead Lifecycle Flow
Lead
→ Follow-up (Call / Meeting / Visit)
→ Qualification
→ Status Update
→ Conversion to Deal
→ Revenue Opportunity
Daily Workflow Guide
Salesperson Workflow
Login
Check new leads and follow-ups
Call leads
Update status from list
Add remark
Set follow-up (inside Lead Detail)
Owner Workflow
Filter → Created Today
Check new leads count
Filter by status to check progress
Bulk reassign if needed
Sort by Updated At to find inactive leads
Common Mistakes and Best Practices
Common mistakes
Not assigning leads
Not updating status
Writing remarks in WhatsApp but not in CRM
Leaving too many leads in “New” status
Best practices
Every lead must have:
- Status
- Assigned user
- Follow-up date
- Remark
No lead should remain “New” for more than 1 day