Operation 1
Capture the enquiry on a lead record the same day it comes in.
Open Leads and choose New lead.
Enter name, phone or email, and the source.
Write one line about what they asked for.
Assign an owner and a next follow-up date.
Save. The lead is now on the list for the team.
Operation 2
Keep the record current after every call or email.
Open the lead from the list or search.
Update stage, owner or contact details if they changed.
Add a note or activity for what just happened.
Set the next task or follow-up date.
Save so the next person sees the same picture.
Operation 3
Turn a won lead into a customer without retyping.
Open the lead you are ready to convert.
Choose Convert.
Confirm the contact and company details.
Keep related notes, quotes and tasks on the new record.
The lead is now a customer you can invoice and book.
Operation 4
Set the stages to match how this team actually sells — not a generic board.
Open Leads, then Pipelines.
Choose New pipeline, or edit the one you already use.
Name the stages in the order the work happens.
Save. New leads can use this pipeline from the start.
Move each lead through your stages as the conversation changes.
