The Leads model allows you to easily track all of your leads and potential customers. These users are typically users that you have not converted to an actual customer. Leads do not have access to your website or JForce system. Leads can be created either by a company member or can be captured through a lead form or lead module you place on your site. Below show the fields associated with a new lead when you are creating them from the company management screen.

Notice that you can assign users to your newly created lead. This will allow users that only have access to their assignments to only see those leads you have assigned to them. You can also update the status of a lead for internal reference only.

Once the lead is saved they can be viewed and you can also see their associated events and notes. The below screenshot shows this layout.

Events and Notes can be added to any lead to better help you keep track on where this lead is in the conversion process. Adding events lets you add events to your calendar and to the lead for easy reference.

When adding an event to a user you have the ability to specify the type of event, this is located in the admin configuration section. Additionall you can specify specific times that this event will take place as well as location and whether or not the event is urgent.

Notes can be added to a user as well, again purely for internal use only to help provide a location for tracking communication or other important issues attached to a particular client.

The last thing to notice from the leads section is the Convert Lead button located at the top of the lead view page. This will provide you with the opportunity to convert this lead to an actual customer.