Sales
A named enquiry with a source. It is not a customer yet.
Where to find it: Left menu → Sales & CRM → Leads
Step 1
Left menu → Sales & CRM → Leads. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Capture name, contact, and source. Qualify the lead, then Convert to opportunity — that creates the customer partner and the deal.
Step 3
The lead is converted. An opportunity and customer partner appear for the next steps.
Yes. Leads is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. That belongs on the customer / partner created when you convert.
