Triage a new sales lead

Process a new sales lead efficiently.

Where

Super-admin → Sales Leads → click a new lead

Standard workflow

• Read the lead — note the organization, role, library size, timeline
• Click Reply by email — pre-fills a draft addressed to them
• Status → "Contacted" — auto-stamps contacted_at
• After they reply, decide: Qualified (good fit) or Lost (not a fit)
• If Qualified, schedule a call
• After the call, mark Won or Lost based on the outcome

Tools

• Reply by email — opens your email client with their address prefilled
• Call (if phone number provided) — tel: link
• Open website — visits their organization site for context
• Internal notes — track what was discussed

Time targets

• Reply within 1 business day
• Qualify within 1 week
• Close (Won or Lost) within 1 month

After Won

• They sign up (or you create their library manually)
• Link the lead to the new library row
• The Sales Leads board now shows "Converted to {Library Name}"

After Lost

• Note the reason in internal notes (price, timing, going with competitor, etc.)
• Useful for understanding why deals don't close