Lead Management & Conversion

Leads are potential customers who have shown interest but are not ready to buy yet. Versoll Books helps you capture leads, track conversations, and convert qualified prospects into customers and quotations without losing context.

What this guide covers

Lead capture, qualification, follow-ups, ownership, and the handoff from lead to customer and quotation.

Capturing Leads

Create a lead record whenever someone requests information, asks for a price, or fills out a contact form.

Step 1

Create a Lead

Navigate to CRM > Leads > New and enter the primary details.

  • Lead Name: Person or company name.
  • Lead Source: Website, referral, campaign, or walk-in.
  • Contact Info: Email, phone number, and location.
  • Industry: Helps prioritize similar opportunities.
Step 2

Add Requirements

Capture what the lead is looking for in the Notes or Requirements section. This keeps the sales conversation consistent across team members.

Qualification and Ownership

Qualified leads are more likely to convert. Use the built-in status and ownership fields to keep follow-ups structured.

Step 3

Set Lead Status

Choose a status such as New, Contacted, Qualified, or Lost. Update the status after every call or meeting.

Step 4

Assign an Owner

Assign the lead to a specific sales person. This ensures accountability and prevents duplicated outreach.

Use reminders or calendar follow-ups for qualified leads. A lead without a next action is likely to be forgotten.

Convert to Customer

Once the lead is ready to buy, convert it into a customer and move directly to a quotation or invoice.

Step 5

Convert to Customer

Click Convert on the lead record. Versoll Books creates a customer with all captured contact details.

Step 6

Create the First Quote

After conversion, click Create Quotation to begin the proposal process without re-entering details.

Lead Management Checklist

<- Payments & Credit Sales Quotations ->