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Add documentation for lead management in Django CRM
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‎docs/help/index.md‎

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* [Requests](commercial-requests-management.md)
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* [Deals](deals-management.md)
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* Leads
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* [Leads](lead-management.md)
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* Companies
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* Emails in CRM
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* Payments
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* Currencies
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* [Deals](deals-management.md)
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* Emails in CRM
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* Leads
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* [Leads](lead-management.md)
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* Payments
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* Products
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* [Requests](commercial-requests-management.md)

‎docs/help/lead-management.md‎

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---
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title: Lead Management
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description: Learn how to manage leads in Django CRM, including lead creation, access permissions, lead list overview, searching, filtering, bulk actions, and exporting data.
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---
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# **Lead Management**
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The **Lead** object in Django [CRM](../index.md) represents a potential client.
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A lead may be an individual or a partially completed company/contact profile
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that has not yet been converted into Company and Contact Person.
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Effective lead management ensures that sales teams can qualify prospects,
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enrich their data, and convert relevant leads into companies and contacts.
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This page explains how to view, manage, filter, sort, and convert leads inside Django CRM.
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---
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## **What Is a Lead?**
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A lead contains basic information about a potential customer. The data may come from:
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- Website requests
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- Form submissions
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- Manually added entries
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- Automatically created leads when a sales manager creates a **Deal**
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If missing information about a company and contact person is received during the processing of a sales request,
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the Lead can be converted into a Company and Contact Person objects.
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> For details on working with requests, see
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**[Commercial Requests Management](../features/crm-app-features.md#commercial-requests-management)**.
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---
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## **Adding Leads to the CRM**
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Leads can enter the CRM in several ways:
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### 1. Automatic Lead Creation
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When a deal is created from an incoming query and the CRM
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detects insufficient customer data, a Lead is created automatically.
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### 2. Manually Adding a Lead
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Users can add leads manually:
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- Click **Add Lead**.
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- Fill in the form fields and save.
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### 3. Importing Leads from Excel
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You can upload multiple leads at once:
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1. Click **Import**.
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2. Select an Excel file prepared according to the CRM’s import format.
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3. Confirm the upload.
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For exporting options, see the **Exporting Leads** section [below](#exporting-leads).
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---
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## **Access Permissions**
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Lead visibility depends on the user’s CRM role and department:
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- **Sales Managers** and **Operators** — can view and manage leads assigned to *their own department*.
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- **Company Managers** and **Super Operators** — have access to *all leads across all departments*.
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---
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## **Lead List Table**
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Leads are displayed in a sortable table. Each column header is active, allowing you to sort leads by the selected field.
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### Table Columns
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- Lead Name / Full Name
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- Email Address
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- Company Name (*if any*)
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- Assigned Sales Manager
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- Country
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- Newsletter Status
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- Date Added
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### Newsletter Status Icons
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The lead’s position in your mailing activity is indicated by the color of the mailbox icon:
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- **Red** — The lead has not yet received any newsletters.
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- **Turquoise** — The lead receives newsletters and has not unsubscribed.
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- **Gray** — The lead received newsletters but unsubscribed.
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---
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## **Searching Leads**
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Use the search bar to find leads by:
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- Name
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- Email
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- Company
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- Any keyword
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- Lead ID
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---
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## **Filtering Leads**
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The CRM provides several filters to narrow down the lead list:
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- Disqualification status
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- Assigned sales manager
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- Country
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- Newsletter subscription status
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- VIP status
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Filters can be combined for more precise results.
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---
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## **Bulk Actions (*Action Menu*)**
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Select one or more leads to perform bulk operations from the **Action** drop-down menu:
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- Create Mass Mailing
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- Set VIP Status
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- Remove VIP Status
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- Export to Excel
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These actions help manage large lead lists efficiently.
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---
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## **Exporting Leads**
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You can export lead data in Excel format:
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### Export Selected Leads
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Choose leads using the table checkboxes, then select **Export to Excel** from the Action menu.
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### Export All Leads
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Use the **Export All** button to download the complete lead database.
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‎mkdocs.yml‎

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- Project management: help/project-management.md
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- Creating and assigning projects: help/creating-assigning-projects.md
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- CRM Module:
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- Commercial requests management: help/commercial-requests-management.md
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- Deals management: help/deals-management.md
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- Commercial request management: help/commercial-requests-management.md
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- Deal management: help/deals-management.md
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- Lead management: help/lead-management.md
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