How to create and manage leads in CRM?

TB CRM · leads · Last updated August 17, 2026 · Version 1

This process works in apps: TB CRM

This article will teach you how to capture a prospect, work the lead, and convert when they become an account.

Leads track prospects before they qualify as accounts — trade-show cards, web inquiries, cold targets, and businesses found via Google search on the Routes map (light-blue pins). Capturing source and contact details early improves conversion reporting and follow-up discipline. Leads should move quickly toward convert, disqualify, or a dated next step — parked leads rot and clutter forecasts.

Steps

• Open Leads from the CRM sidebar — or capture from Routes with Find on Google → Add as Lead.
• Click New Lead (or save a Google find from the map).
• Capture company, primary contact, phone/email, and lead source.
• Assign owner and first follow-up date.
• Work the lead with calls, tasks, and notes — log every touch.
• Qualify or disqualify with a short reason when the outcome is clear.
• Convert to an account when the prospect is ready to buy or onboard.

Conclusion & best practices

Do not leave leads parked forever — convert, disqualify, or schedule the next step. Google-sourced leads keep a place id so re-searching the same shop does not create duplicates. Conversion should preserve history into the account.