Leads
Section: Customer Relationship Management
URL:/admin/leads
Page title: (2) Lead-uri
Overview
Leads are prospects that have not yet become clients. The Leads module captures inbound interest, organises it into pipelines and stages, and supports activities, reminders, and conversion to opportunity or client.
Business value
Captures and qualifies inbound demand (web forms, email, manual entry, imports) and moves it through a structured pipeline so nothing falls through the cracks. Every lead is assigned, tracked, and either converted to an opportunity/client or marked lost — with the reason recorded for analysis.
- Who uses it: SDRs, BDRs, sales reps, marketing, sales managers
- Key benefit: Converts more inbound interest into revenue by ensuring every lead is followed up on time.
- Metrics it influences: Lead-to-opportunity conversion rate, average time-in-stage, lead source ROI
Typical use cases:
- Marketing tracks ROI per channel by attaching a lead source to every record
- SDRs work a daily queue of new leads with clear next-action prompts
- Sales managers spot stalled deals in a stage and intervene
- Convert a hot lead to a client + opportunity with one click, preserving history
At a glance
Accessing this module
From the admin sidebar, navigate to Leads, or open the URL directly:
/admin/leads
List view
The list view shows existing leads records. Use it to search, filter, sort, and bulk-act on items.
Common actions
- View existing records — open Leads from the sidebar to see the list view.
- Search and filter — use the search box and column filters to find records.
- Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
- Edit a record — click a row to open the detail view, then use the edit action.
- Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
- Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).
API
This module is available via the REST API.
Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management).
Base URL. https://your-domain.tld/api/
Key endpoints:
| Method | Path | Purpose |
|---|---|---|
POST |
{{base_url}}leads |
Add new Lead |
GET |
{{base_url}}leads?nr_page=&per_page= |
List all Leads |
GET |
{{base_url}}leads/:id |
One Lead |
GET |
{{base_url}}leads/search/test |
Search Lead Information |
PUT |
{{base_url}}leads/:id |
Update Lead |
DELETE |
{{base_url}}delete/leads/12 |
Delete Lead |
See the full payload schemas, query parameters, and example responses in the API reference (`Leads`).
Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/leads