Leads
Statuses: open → converted / discarded.
Features
- Manual create & CSV import
- Assign owner
- Convert: create/merge ERP client, optional opportunity & contact
- Discard with reason; dedupe merge
Notes
- Only open leads can be edited/converted.
- Converter must be the lead owner or superuser.
Troubleshooting
| Issue | Fix |
|---|---|
| “Lead not found” on convert | Hard refresh; verify lead still open |
| “Stage not found” | Initialize opportunity stages first |
| Many import skips | Duplicate phones — check import error rows |