Leads
Leads capture early interest before you know there's a real deal. Keeping them in their own funnel, rather than mixed into the pipeline, gives you a clean top-of-funnel view and prevents your forecast from being polluted by speculative demand.
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The lead funnel
Where new interest lives before it becomes a real opportunity.
A lead is a contact or company that has shown interest but isn't yet qualified as a real sales opportunity. Leads have their own statuses, owners, and custom fields, distinct from opportunities.
When a lead is qualified, converting it creates a real opportunity and, optionally, a customer and contact, preserving the full lineage from first touch to closed deal. That matters when you later want to attribute revenue back to the channel that sourced it.
Sources and statuses
Know where leads come from and where they are in qualification.
Every lead carries a source: the channel that brought them in. Sources are configurable per tenant and can be anything meaningful to your business: inbound form, trade show, referral, cold outbound, paid search. Reporting by source shows which channels actually produce closed revenue, not just raw signups.
Lead status is the qualification stage. The default progression is New to Contacted to Qualified to Converted, with an Unqualified terminal state, but you can reshape it to match your workflow.
AI lead scoring
Rank leads by likelihood to convert so you call the best ones first.
DealJourney scores leads using the signals it has available: source, firmographics, recency of activity, custom field values, and historical conversion patterns in your own data. The score is visible on the lead list so reps can prioritise their day without guessing.
Scores are advisory, not gating. You can sort, filter, and build workflows around them, but the lead still lives in the funnel and is worked the same way regardless of whether the score is high or low.
Converting a lead to an opportunity
Promote a qualified lead into a real pipeline deal.
Conversion creates an opportunity from the lead and carries across everything that should travel with it: the contact, the company (as a customer record), the notes, the activity history, and the original source. The lead is marked Converted and stays in the funnel as a historical record.
You choose whether to create a new customer or link to an existing one, so re-converting a known account doesn't produce duplicates.
Importing leads in bulk
Bring in form submissions, list purchases, or exported leads from another tool.
Leads import through the same CSV flow used for contacts and opportunities: upload, map columns, preview, commit. Source and status can be set from the file, and custom fields map across automatically as long as the column headers match.
For continuous inbound (a website form, a marketing tool, a partner portal), the public REST API and webhooks are a better fit than repeated imports. Point your source at the leads endpoint and new records land in the funnel in real time.