SERP feature guide
Lead Management
Lead management records an early customer requirement, its contact details, classification and responsible user before a qualified commercial opportunity develops.
What does lead management do in SERP?
Lead management records an early customer requirement, its contact details, classification and responsible user before a qualified commercial opportunity develops. SERP connects this work with CRM, so users can review its operational context through the related records.
Business problem it addresses
Enquiries recorded in personal notes can lose their owner, source and next action when the sales team changes.
Key functions
- Capture contact and company details with requirement notes.
- Classify by configured source, status, industry and rating.
- Find the lead history in Leads Inquiry and use authorized conversion actions.
How the workflow works
- Capture the enquiry.
- Assign responsibility.
- Review contact history.
- Qualify the requirement.
- Convert where appropriate.
Example business scenario
An enquiry for replacement equipment may begin with an email address and a rough requirement. The salesperson records the enquiry, checks the contact details, schedules follow-up and qualifies the requirement before converting it.
Controls and availability
Converting a lead to an opportunity or customer is permission controlled. It does not automatically post a sale. AI lead creation requires confirmed contact details and can save immediately.
How to assess the result
Find the saved lead in Leads Inquiry and verify its owner, contact details and classification. Review the recorded follow-up before conversion. If AI created the record, open the returned reference and check the saved values rather than relying only on the generated reply.
Connected SERP capabilities
Read the CRM module guide for the wider process and SERP reporting for the distinction between a transaction document and an analytical report.
A few useful answers
Frequently asked questions
What is lead management?
Lead management records an early customer requirement, its contact details, classification and responsible user before a qualified commercial opportunity develops.
Which functions can I review in SERP?
Capture contact and company details with requirement notes; Classify by configured source, status, industry and rating; Find the lead history in Leads Inquiry and use authorized conversion actions.
What is a practical example?
An enquiry for replacement equipment may begin with an email address and a rough requirement. The salesperson records the enquiry, checks the contact details, schedules follow-up and qualifies the requirement before converting it.
What should we confirm before using this workflow?
Converting a lead to an opportunity or customer is permission controlled. It does not automatically post a sale. AI lead creation requires confirmed contact details and can save immediately.
Where does this fit in the wider ERP process?
It is part of CRM. Review the source requirement, the resulting transaction and the handoff to the next team.
Explore this workflow with your team.
Bring a representative requirement and the roles involved. Follow the records and review the result in a focused SERP demonstration.
Request a Demo → Discuss your requirements