Leads live in the Web Connect database, separate from the P21 database so they don't create clutter in P21 and aren't converted to a real Prospect until they are properly qualified and only then do they move to P21.


See overview of Leads, Prospects and Opportunities.


Note: Leads can be mass uploaded into Web Connect or entered individually.  If you acquire a large list of leads in CSV or some other text file format, they can be imported directly into the Leads system.



Click/Touch to filter the Leads Listing.




Click/Touch a lead row to see/edit lead details.



Click/Touch to convert the lead to a Prospect that will live in P21.