DrivenSuite: Capturing & Managing Leads
A lead is anyone who has shown interest in what you sell but hasn't bought yet. DrivenSuite gives you one place to track every lead — where it came from, what it might be worth, and what to do next.
Where leads come from
Leads land in DrivenSuite automatically from:
- Your website contact form — embed the form snippet from Setup → Lead Forms and every submission shows up under Sales → Leads within seconds.
- Phone calls and walk-ins — staff add them manually from Sales → Leads → New Lead.
- Imports — upload a CSV of names from a trade show or list buy.
- Integrations — Google Ads, Facebook Lead Ads, and the affiliate program all feed in directly.
Working a lead
Open any lead to see a full profile: contact details, source, estimated value, status, assigned staff member, and a timeline of every call, email, and note.
Status: move the lead through stages — New → Contacted → Qualified → Proposal → Won (or Lost). Drag-and-drop on the Kanban view to update status with one click.
Notes & files: log what was said, attach quotes or photos. Everything stays on the lead record.
Reminders: set a follow-up date — DrivenSuite emails the assigned staffer that morning so leads don't go cold.
Converting a lead to a customer
When the lead says yes, open the lead and click Convert to Customer. The contact info, notes, and history move over to a new customer record, and you can send the first invoice in the same step.
Tips that pay off
- Assign every lead. An unowned lead is an ignored lead.
- Tag your sources. The Reports → Lead Sources view shows which channels are paying for themselves.
- Don't skip "Lost" status. Marking leads lost (with a reason) tells you why deals fall through — and lets you re-target later.