Navigation: CRM - Leads

You can create profiles of leads or prospective customers using this module. Additionally you can also create a leads funnel or lead steps - steps that make up your sales process. This enables your sales team move leads down the sales funnel in order for you to know which step all leads are.

Navigation: CRM - Leads - Create New Lead

This page enables you create a new Lead. All you need to do is fill the form and click the Create button at the bottom of the page and swift cloud ERP will redirect you back to the List of Leads.

Navigation: CRM - Leads - Lead Steps Setup

This page enables you create Leads acquisition steps also known as a sales funnel; a set of steps all prospective clients pass through for a sale to be closed. You are expected to create them here, then when creating a new lead, you can choose which of the steps to place the lead. You can also change the step as you make progress with the lead. It may serve as a tool for qualifying your leads with a view of enabling you know which step in the sales process your leads are.

Navigation: CRM - Leads - Leads Steps Setup - Edit Leads Step

This is where you edit the details of a Leads step. You will find the existing fields made up of the name of the step and the order of presentation (a step with the value 1 means, the step will be presented first, the value 2, will be the second and so on)

Navigation: CRM - Leads - Leads Steps Setup - Delete Leads Step

This is where you delete or remove a Leads step. Upon clicking the link, you are navigated to a confirmation page where you either click delete to confirm your action or click "Back to List" to take you back to the list of Leads steps.

Navigation: CRM - Leads - Leads Steps Setup - Disable Leads Step

This link enables you disable a step from your Leads Steps. This will prevent the step from being displayed in the Leads page. Users will therefore not be able to add leads to the step. Conversely, you can also use the same link to enable a step that has been disabled. The enable icon is a thumbs up while the disable icon is a thumbs down.

We are super excited to introduce to you an update to the CRM module of our software. This update focuses on the Leads Generation sub-module, adding powerful new features to make managing and tracking leads much easier.

With this update, you can now search for leads based on industries and education. The system provides key details such as company names, phone numbers, addresses, and, in some cases, emails. You’ll also be able to:

Add notes about your conversations with leads

Transfer records to the “Qualified Leads” section

Place leads into a specific funnel step

These improvements are designed to help sales teams and users manage their leads without needing to leave the software.

Here’s how it works:

• Go to Leads
• Click on Lead Generator
• Use the search boxes (business type, location, unit)
• Click on the Generate Leads button

A list of search results will appear in a table showing company name, category, address, phone, website, email, and action columns. The Action column helps you verify emails — if an email is valid, a notification pops up saying “email found and saved”, and the email is instantly uploaded to the column. If not, you’ll see “no email found.”

• Click on any lead (company name) you’ve searched for. An interface will appear showing a yellow note box labeled “enriched (email added)” if the email has been updated.
• If you’ve had any conversations, simply write them in the note box, select the date, and click Add Note. You can also edit or delete notes if needed. Additionally, phone numbers and emails can be updated as new information becomes available.

The User Action section allows you to:

Move leads to different funnel steps via a dropdown

Add or update phone numbers and emails

Most importantly, just below the User Actions, you’ll see a blue link: “Added as Qualified Lead.” Clicking this will take you straight to the customer’s profile, where you can access everything related to that customer — from invoices to payment history and other essential information.