To not contaminate the list of customers with "might be, somewhere in the future, customers", there is Leads: a function where potential customers can be managed. In "Leads" it is possible to import potential accounts and contacts. Leads can be connected to a campaign. So employees know which Lead belongs to which Campaign. To easily manage sales progress in Leads we advise to use JBA TAR.


The Campaign field will show the selected Campaigns for a Lead.


Leads can be converted to accounts, contacts or to customers. This is useful when there is a businesscase. 

An example of a Leads list view.

leads listview

An example of a Lead detail view.
Lead detail views can hold a lot of information for an account and a contact.leads detailview 

We are constantly working on the content of this website. If you miss something, there is an error or you have an add-on let us know! Joomla Business Applications is a BizzXL Product. Copyright © 2017 BizzXL. Joomla-business-applications.com is not affiliated with or endorsed by The Joomla! Project™. Use of the Joomla!® name, symbol, logo and related trademarks is permitted under a limited license granted by Open Source Matters, Inc.