Leads

A lead is an early-stage prospect: a person or company you think might become a customer, but who hasn't bought anything yet. Leads are where you capture interest before there's enough information or commitment to treat the contact as a real customer.

The difference between a lead and a customer in DealJourney is intentional: leads are lightweight (only the contact details and the qualification you've gathered so far), while customers carry full billing, contract, and history records. You qualify a lead and convert it into a customer once it's clear the relationship is real.

The difference between a lead and an opportunity is about commitment. A lead is "this company might be interested." An opportunity is "we are actively working a specific deal with a defined value and stage." Most opportunities start as leads that have been converted; some are created directly on an existing customer.

Typical lead workflow:

1. 1Capture interest: through a form, an import, manual entry, or a sales-rep noting a conversation.
2. 2Qualify: add notes, follow-up dates, the source, the next action.
3. 3Convert when ready: into a customer (and optionally a first opportunity at the same time).

Leads that go cold can be archived without losing the history; nothing is permanently deleted unless you explicitly delete it.

An administrator can use Rediger KPI-er to set Hvem sine tall separately on each lead card, including library metrics. Personlig — den som ser kortets egne follows the current viewer, not the administrator who saved the setting. Team — den som ser kortet og teamkollegene includes that viewer and everyone on their teams in this workspace; someone without a team sees their own numbers. Alle leads som den som ser kortet har tilgang til includes all records the viewer may access. These choices never grant access to other records. Bruk kortets nåværende utvalg keeps the previous card behaviour.

Qualified leads, conversion and active pipeline use leads assigned to the chosen people as primary or secondary owner. Outbound contacts count calls, sent emails and notes logged by the chosen people on accessible leads in the last seven days; a person's own work on a colleague's accessible lead still counts. Standard cards retain the current search and advanced list conditions. Library cards retain their metric definition, filters and chosen period. The scope label beneath each configured card explains whose numbers it contains. The settings apply to everyone in the workspace, while the lead list and its selected user filter remain unchanged.