Quick guide
How to use Leads
Record first-touch context, source notes and estimated values to feed your CRM and the funnel.
- 1Capture company, contact and source label (LinkedIn form, fair meeting, QR…).
- 2Set estimated value and expected margin to size pipeline impact.
- 3Link the lead to the first-touch channel and campaign when known.
- 4Mark qualified / sales-qualified statuses to feed the qualified leads KPI.
Pipeline evidence
Leads
Capture first-touch context, source notes, and estimated values for future CRM enrichment.
Records
3
Workspace scope
Tenant
State
Ready
Demo workspace data
Placeholder UI wired to the Cloud schema and ready for CRUD actions.
| Company | Contact | Source | Estimated value |
|---|---|---|---|
| Berg & Trail AB | Linnea Andersson | LinkedIn form | €32,000 |
| Summit Retail Group | Jonas Meyer | Trade fair meeting | €78,000 |
| Alpine Supply Co | Clara Novak | Catalogue QR | €26,000 |