# How To: Leads & Leads Pipeline

_By Brandon Munn · Sep 2, 2024_

Once **Lead Settings** have been set up, you can begin to utilise **Leads**. For help with the **Settings** click [**here**](https://features.premiersystems.com/admin/kb/a/how-to-lead-settings/en).

**Leads** will help keep track of prospects, allowing you to move leads along the **Pipeline** until they become an **Outlet** in BrewMan. This will allow you to log communication, create tasks and keep track of new customers while on the go.

#### **Creating a lead**

The most efficient way to add your leads in bulk would be to use the **Import** function. Go to **Sales** → **Leads Pipeline** and click **Import Leads**. This will redirect you to the **New Data Import** page where you will be able to select **Leads** as the **Data Type** and **Download the Example File**. For more information on **Imports** click [here](https://features.premiersystems.com/admin/kb/a/step-4-importing-data/en). 

Alternatively, you can create a new Lead within **Sales** > **Leads** and click **Create Lead** in the bottom right corner of the page. Or, go to **Sales** > **Leads Pipeline** and click **Add New Lead**.

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/028cb0fd25baff772566d7f91328fbce.png)

When creating a new Lead, the only essential fields are the **Name** of the business and the **Pipeline Stage,** enabling you to add them quickly.

You will have the option to add the following details at any time:

-   **Name, Telephone Number, Email Address, Contact Name.**
    
-   **Description** - Add a description for the Lead.
    
-   **Assign To** - Choose a BrewMan user to assign the Lead to. A user can then filter the pages to show leads assign to themselves.
    
-   **Pipeline Stage** - Choose which stage of the Pipeline the Lead will start at.
    
-   **Lead Start Date & Estimated Closing Date** - Add dates to show when contact began and an expected date for when you will turn the lead into an Outlet.
    
-   **Value** - Add a monetary value to the Lead. 
    
-   **Probability** - State the probability of turning the Lead into an Outlet on the system.
    
-   **Lead Source - Add how you came in contact with the**
    

The remaining fields: **Loss Reason, Loss Reason Notes, Won Outlet** will be used at a later stage.

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/87fd3657719507e0a2603060fba3861c.png)

**Sales** → **Leads** will show a detailed view of all of the **Leads** in the system. Click **Manage Columns** to edit which **Lead** details are shown on the page.

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/6bfe93b7f4f0b87cab11e9f1bcc3fa85.png)

Click on a **Lead** to see the Lead's **Activity Log** and **Details**. On this page, you can also **Log Communication** , view and add to **Upcoming Tasks** as well as **Upload** any relevant **Documents**.

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/76b5f5d67dc2b62d99f5a6239ec82509.png)

Once Leads are in the system, you will be able to see them on the **Leads Pipeline**.

**Leads Pipeline** will show an interactive view of **Leads** in the system. Move **Leads** along the **Pipeline** by dragging and dropping to the desired stage.

Click on the 3 dots and then click Open to see the page previously mentioned. Here you can **Log Communication**, view and add to **Upcoming Tasks** as well as **Upload** any relevant **Documents**.

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/92d99198d5c8caae8decfa539d8279d9.png)

#### **Creating a customer** or **Marking as Lost**

When ready, you can create the **Lead** as a customer in the system and begin creating orders for them. To do so you can click on the 3 dots and then click **Convert to Customer** or, you can open a Lead within **Sales** > **Leads** , then click **More** → **Convert to Customer**.

You can create an order for a **Lead** once they have been converted as a customer.

If the **Lead** does not follow through, you may wish to mark them as **Lost**. You can do this by going Sales > Leads, clicking into the Lead, then clicking **More** → **Mark as Lost**. Alternatively, you can mark a **Lead** as **Lost** on the **Pipeline** by clicking on the 3 dots and then clicking **Mark as Lost**.

As seen below, you can access **Leads** on the go!

![](https://vault.featureos.app/uploads/attachment/articles/3883/upload/d78ff145f10de3293c0e1da8b36d2950.png)

Please contact support if you would like any assistance with **Leads**.

[View this article on the web](https://premier-systems-ltd.featureos.help/en/articles/how-to-leads-leads-pipeline)