Leads in HirePOS are prospective customers who have not yet reached the stage where you need to create a customer record, quote, or sales record. The Leads area lets you store their contact details, notes, follow-ups, and communication history until they are ready to be converted to a Customer.

You can access Leads from CRM > Leads. The Leads List provides tabs for Open Leads, Snoozed, Pending Followups, Completed Followups, Last Contacted, Converted, Won, and Inactive/Lost leads.

To create a lead:

1. Go to CRM > Leads.

2. Click + New Lead.

3. Enter the applicable lead details, such as:

   • Company or contact name

   • Lead Category

   • Email and phone numbers

   • Address

   • Website

   • Summary notes

4. Click Save New.

A lead must have either a Company name or the appropriate first and last name details before it can be saved.

Lead Categories can be used to classify leads, making them easier to organise and filter.

From a Lead, use the Lead Category field to search for and select an existing category. Click the cog button beside the field to open the Lead Category List, where categories can be added or maintained.

When creating or editing a category, enter the Lead Category name and click Save New or Save Changes.

A Lead Category cannot be deleted while it is assigned to an existing Lead.

The Reminders/Followups section of a Lead provides access to:

• Pending Followups

• Completed Followups

• CRM Notes/Reminders

• CRM entries

• Notes

• Reminders

• Email

• SMS

You can also set a Snooze Date to temporarily move a Lead out of the normal workflow until a selected date.

When a Lead progresses to the point where you need to create quotes or sales records:

1. Go to CRM > Leads.

2. Open the Lead.

3. Click Options in the top-right corner.

4. Select Convert Lead to Customer.

5. Confirm the conversion.

HirePOS creates a new Customer using the Lead's contact and address information and records the Customer against the original Lead. Existing CRM/contact log entries and reminders linked to the Lead are also transferred to the new Customer. After conversion, HirePOS opens the Sales screen for the newly created Customer.

From the Lead's Options menu, you can select Make Lead Inactive when the Lead is no longer active. An inactive Lead can later be reopened using Make Lead Active.

The Leads List can be filtered by:

• Date period

• Customer

• Lead Category

• Search text

Use the tabs across the list to quickly switch between different stages or types of Leads.

You can import prospective customers and contacts in bulk from a spreadsheet into CRM Leads, or export your existing leads to a CSV file for use in spreadsheets or other systems.

From CRM > Leads, click Options to:

• Export Leads CSV File – exports your existing CRM leads to a CSV file.

• Import Leads CSV File – imports leads details from a CSV file into CRM Leads.

This is useful when moving prospect lists, contact databases, marketing leads, or other potential customers between HirePOS and external systems or spreadsheets.