Leads in HirePOS represent potential customers for whom you have not yet gotten to the stage of creating a quote or sales record. Leads is a place to store the communication history and contact details of these people until you get to the point of converting them to a customer in HirePOS and creating a first Quote for them.

To create a new lead, follow these steps:

1. From the main menu strip at the top, navigate to CRM > Leads.

2. Click on the + New Lead button located at the top left of the screen.

3. Enter the lead details such as name, contact information, and any relevant notes.

4. Once you have entered all the necessary information, click the Save New button located at the bottom right of the screen.

To convert a lead to a customer

1. Go to CRM > Leads

2. Select the Lead

3. Click Options in the top right

4. Select "Convert Lead to Customer"