CRM / Leads


In ELMA365 you can organize your sales department work at all stages: from the very first contact to a closed deal.

To separate potential clients from active deals, use the Leads app.

Leads are potential customers who show interest in your products. The app stores all information about them.

You can distribute leads among pipelines and look through information about a potential client on the lead’s page.

Moreover, you can easily monitor leads moving through pipeline stages, indicate lead sources, and analyze the efficiency of your marketing activities.


Here are the main features of leads:

  • You can create a lead only within a pipeline.
  • You can bind the lead to a contact or a company by specifying them on the lead’s page.
  • If a lead is bound to a contact or a company, the changes in these app items will be displayed on a lead’s page.
  • On the lead’s page, you can specify the product your client is interested in.
  • CRM tasks such as calls, webinars, meetings, and emails are displayed on the lead’s page. You can easily track how a customer’s request is being processed.
  • You can qualify leads turning them into deals using a system business process.
  • You can import leads from .csv or .xlsx files to ELMA365.


If a client is ready to buy, change the lead’s status to Qualified. After that, you can organize further work with this lead within the deal that is created during the qualification process.

If the client has changed their mind and isn’t interested in buying, change the lead’s status to Unqualified and specify the reason why the lead was lost.

Read more about setting lead statuses in the Manage statuses. Lead qualification article.

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