Leads

Learn the fundamentals of managing leads in EspoCRM. We’ll walk you through the entire process from entering information about potential clients to converting them into loyal customers.

Interactive demo — click through at your own pace

In this video guide, you’ll find out how to

create and organize lead records;
convert leads into accounts, contacts, or opportunities;
capture lead data using web forms, emails, and third-party integrations.

Next step

Try it in EspoCRM

Open a working demo and follow the same steps in a real system.

Try the live demo

All video tutorials

18 guides

Accounts Contacts Leads Opportunity Tracking Calendar and Activities Data Import Using Print to PDF Reports and Analytics Data Export Security Roles Entity Manager Dynamic Logic Configuration Working Time Calendar Organization Meeting Scheduler Configuration Web-to-Lead Guide Customer Portal Administration Workflow Management Business Process Management (BPM)