Alpha Leads
Capture, track, and qualify leads through the CRM sales pipeline
Leads
Leads are the entry point of your sales pipeline. They represent potential customers who have shown interest through a web form, direct contact, or other channel.
Lead Lifecycle
Every lead follows a status progression from initial capture through to qualification or rejection.
stateDiagram-v2
[*] --> NEW : Lead captured
NEW --> CONTACTED : First outreach
CONTACTED --> QUALIFIED : Meets criteria
CONTACTED --> UNQUALIFIED : Does not fit
NEW --> UNQUALIFIED : Rejected early
QUALIFIED --> [*] : Creates Customer + OpportunityLead Statuses
| Status | Description |
|---|---|
NEW | Just captured, no outreach yet |
CONTACTED | At least one contact attempt has been made |
QUALIFIED | Confirmed as a viable prospect -- ready for conversion |
UNQUALIFIED | Does not meet criteria or is not a good fit |
Lead Sources
Leads can arrive from multiple channels. The source is recorded automatically for API-submitted leads and manually for others.
| Source Type | How it works |
|---|---|
| Website Contact | Submitted via the public lead capture API (WEBSITE_CONTACT) |
| Website Download | Submitted via the download request endpoint (WEBSITE_DOWNLOAD) |
| Manual Entry | Created directly in the CRM by a team member |
| Custom Sources | Configured in CRM Settings (e.g. "Trade Show", "Referral", "LinkedIn") |
Lead Fields
| Field | Description |
|---|---|
| First Name / Last Name | Contact name (required) |
| Contact email (required) | |
| Phone | Phone number |
| Company Name | Organization name (B2B) |
| Company Website | Organization URL |
| Industry | Business sector |
| Interest | What the contact is interested in |
| Message | Free-form notes from the contact |
| Source | How this lead was captured |
| Owner | Team member responsible for follow-up |
| Status | Current lifecycle status |
| UTM Parameters | Campaign tracking data (source, medium, campaign, content, term) |
Filtering and Search
The leads overview table supports filtering by:
- Status -- filter by NEW, CONTACTED, QUALIFIED, or UNQUALIFIED
- Source -- filter by lead source
- Owner -- filter by assigned team member
- Date range -- filter by creation date
- Search -- free-text search across name, email, and company