INTRODUCTION

The Leads Module in Investwell CRM helps you capture, track, and convert potential investors into clients. It centralizes all prospective opportunities — from imported contacts, marketing campaigns, or manual entries — for your sales team to act upon.

Path: CRM → Leads

TABLE OF CONTENTS

• INTRODUCTION
  • Purpose of the Leads Module
  • Lead Stages
  • Notes
  • Creating and Managing Leads
    • Creating a Lead Manually
    • Editing or Deleting a Lead
  • Lead Assignment and Collaboration
    • Assigning a Lead
    • Adding Collaborators
    • Notes
  • Converting a Lead to Client
    • Steps to Convert
    • What Happens During Conversion
    • Notes
  • Lead Filters, Sorting, and Quick Actions
    • Available Filters
    • Quick Actions

Purpose of the Leads Module

• Manage potential investors before they become clients.

• Track lead sources (Referral, Walk-in, Campaign, Website, etc.).

• Assign leads to team members or sub-brokers for follow-up.

• Add collaborators to leads for multiple organization users to work on it.

• Convert qualified leads directly into clients.

Lead Stages

Each lead passes through standard lifecycle stages. You can configure these stages from the configuration button in the leads listing page. Eg:

1. New: Freshly created lead, yet to be contacted.

2. Contacted: Initial outreach completed.

3. Interested: Shown investment interest.

4. Qualified: Ready for onboarding.

5. Completed: Client record created.

6. Dump: Lead disqualified or no longer active.
   
   

Notes

• Leads can be filtered or grouped by Stage, Source, Owner, or Status.

• Automatic lead creation can also occur via API or Campaign Integrations.
  

Creating and Managing Leads

Leads can be created manually or automatically through integrated sources like campaigns, referral forms, or API uploads. The Leads module lets you edit, categorize, and track every prospect’s progress.

Path: CRM → Leads → Add New Lead

Creating a Lead Manually

1. Click Add Lead.

2. Fill in lead details — Name, Mobile, Email, and Other details

3. Assign an Owner (RM, Sub-Broker, or Self).

4. Click Save.
   
   

Note: A Lead cannot be created with Duplicate mobile number.

Editing or Deleting a Lead

• Click the pencil icon beside a lead in the listing row.

• Choose Edit to update details.
  
  

Lead Assignment and Collaboration

Assigning leads ensures every prospect is owned and followed up by the right team member. You can also add collaborators to share access for coordination.

Path: CRM → Leads → Select Lead → Assign 

Path: CRM  → Leads → Open Lead → Add Collaborators 

Assigning a Lead

1. Open the Lead record.

2. Click Edit

3. Choose the team member or sub-broker in the primary user field.

4. Click Save.
5. Alternatively, you can also assign lead by selecting a lead in the listing page and then changing assignee in the bulk actions provided above the leads listing table.

Adding Collaborators

1. Go to the Add Collaborators button within a lead.

2. Click Add Collaborator.

3. Select one or more users.

4. Save the changes.
   
   

All collaborators will have view and comment access. Edit access will be limited to the collaborators (Eg. A lead cannot be converted by a collaborator)

Notes

• Each lead can have one Primary Owner.

• Only Admins and Managers can reassign leads across teams.

• Lead reassignments are logged with timestamps for audit tracking.

Converting a Lead to Client

Once a lead has been qualified and verified, it can be converted into a client record. During conversion, all associated tasks, comments, and logs move automatically to the client profile.

Path: CRM → Leads → Click on Lead → Change Status to Converted →  Convert to Client pop up needs to be be filled with relevant data 

Steps to Convert

1. Open the lead you wish to convert.

2. Click Convert to Client.

3. Confirm client details (Name, PAN, Email, etc.).

4. Assign to the appropriate RM or Sub-Broker.

5. Click Proceed.
   
   

What Happens During Conversion

• A new Client Record is created in the Clients Module.

• All linked tasks, comments, and meetings are transferred.

• The Lead status changes to Converted.

• Conversion logs are stored in the Activity Tab.

Notes

• Name, PAN, Mobile and Email ID are mandatory fields for conversion.

• Duplicate checks are run automatically on Name+PAN to prevent multiple client entries.

• The new client will also sync to Mint within 1 hour.

Lead Filters, Sorting, and Quick Actions

The Leads List View provides multiple filters and actions to help you organize and act quickly on your lead pipeline.

Path: CRM → Leads

Available Filters

• Status: New, Contacted, Interested, Qualified, Converted, Dropped

• Primary user: Filter by RM/Sub-Broker name

• Created Date: Enter date range to find a lead created in that date range. 
• Follow up Date:  Enter date range to find a lead which has a follow up date in that date range. 
• Interested In: A list of products that the lead is interested in. This list of products can be populated from the configuration master for products in the leads listing page by admin. Any newly created lead can choose one or more products from this master list. 
• Nature: Hot lead or cold lead suggesting chances of conversion are high or low.

Quick Actions

From the Leads List view, you can:

• Add Comment or Log directly

• Mark Stage Change in-line

• Add collaborators to lead