Leads

A lead is a potential customer.

It can be a new potential customer but also an existing customer, e.g. when a new product line is launched.

You can save information concerning the potential client (company- and person-related data) and information about the lead's "source" (e.g. a specific product was discussed during a trade fair).

Viewing Leads

To view a lead:

  1. Tap on and select Leads.

    The existing leads are listed. You can limit the number of hits by:

    • Enter search criteria in the Search field. Hits are shown while you are typing ("find as you type)".
    • Enable available filters.
    • Switch to the desired tab.


  2. Tap on an item to switch to its details.


Adding a Single Lead

To add a single lead:

  1. Switch to the list view.
  2. Tap on (Add Lead).
  3. Enter the data.
  4. You can link your lead with a company or contact person. If the record for the interested party does not exist yet, leave the fields empty.
  5. You can link the lead with the "source" (e.g. an event, an opportunity, a ticket, etc.) in the Linked Elements area.
  6. Save the record.
  7. If the interested party is not yet stored in the data, you can add the record after saving the lead by tapping on (Add Company or Add Contact Person).
  8. Enter the data and save the company or contact person record.

Adding Several Leads

To add several leads:

  1. Switch to the list view.
  2. Tap on (Serial Entry).

    The input mask is displayed.

  3. Enter the data for the first lead and save the data.
  4. After saving the input mask is displayed anew and you can enter the next lead.
  5. Tap on Cancel to stop this process.

Uploading Photos from Business Cards to Leads

During an event like a trade fair you might talk to a lot of interested parties. If, therefore, you do not find the time to enter leads at once, you can take a photo of your contacts business cards and store this photo in an empty lead to add the data to the database later on.

To upload a photo:

  1. Tap on to select the photo.

Scanning QR Code

To scan QR code:

  1. Switch the list view.
  2. Tap on (Scan QR Code).

    This activates the camera and the QR code is displayed on the screen:



  3. Tap on .

    The data is displayed in the input mask.



    Note: Note: CRM.pad can only scan text and numeric fields, other field types are ignored.
  4. If desired, you can edit the data before saving.