Leads
Capture, qualify, and convert inbound interest into accounts, contacts, and deals.
Leads
Leads are people who have shown interest but are not yet a client. They sit before accounts and deals: a lead is qualified first, then converted into the records the rest of Kestrio uses.
Navigation
Open CRM > Leads from the main sidebar, or go to /leads. Lead statuses are configured at /settings/lead-statuses.
Leads require the CRM leads feature on your plan and are subject to a leads quota. See Billing and Subscription.
What a Lead Contains
| Field | Meaning |
|---|---|
| Name | The person who made contact. |
| Company | The organization they represent, before an account exists. |
| Email and phone | Contact details captured at enquiry. |
| Source | Where the lead came from — form, referral, campaign, or manual. |
| Status | Where the lead sits in your qualification process. |
| Owner | The person responsible for following up. |
| Notes | Qualification context and call history. |
Lead Statuses
Statuses are yours to define at /settings/lead-statuses — a small agency and an enterprise sales team qualify differently, so Kestrio does not impose a fixed pipeline.
Each status has a name, an order, and a colour used on the board and in views. Reorder them to match how your team actually works.
Converting a Lead
Conversion is the point where a lead becomes real records. It can create, in one step:
- an account for the company,
- a contact for the person, and
- optionally a deal, via the "Also open a Deal" toggle.
The resulting deal links back to the lead it came from, so the origin of the work stays traceable after conversion.
Convert only once you are confident the company is real. An account created from a bad lead has to be cleaned up manually afterwards.
Common Workflows
Add a Lead
- Open Leads.
- Select New lead.
- Enter the person, company, and contact details.
- Set a status and owner.
Qualify and Progress
- Open the lead.
- Update status as the conversation moves.
- Record what you learned in notes.
Convert to a Client
- Open a qualified lead.
- Select Convert.
- Choose whether to open a deal at the same time.
- Confirm.
Where Leads Fit
Leads → Accounts and Contacts → Deals → Quotes → Projects.
A lead is the only one of these that is not yet a commitment on either side. Everything downstream assumes a real client organization exists.
Permissions
Viewing and editing leads follows your CRM permissions. If Leads is missing from the sidebar, either your plan does not include the feature or your role does not grant CRM access — ask an administrator to check both.