Leads and sales pipeline (CRM)
Manage the lead pipeline
Leads is the CRM in Centipid Billing. You do not need a separate CRM to track sales: prospects, the pipeline, subscribers and their support tickets all live in one account.
Open Customers → Leads to record prospects before they become subscribers. The page supports Kanban and list views, search/filtering, ownership, stage changes, export, bulk delete, and conversion.
Five cards sit at the top:
| Card | What it shows |
|---|---|
| Pipeline value | Monthly revenue if every open lead converts |
| In funnel | Open leads, with the all-time count |
| Conversion | Share of all leads that converted |
| Hot leads | Hot leads and leads past their next-action date. Click to filter. |
| Avg cycle | Average days from first contact to won |
Create a useful lead
Record enough information to identify and follow up with the prospect:
- name;
- phone and/or email;
- location or service address where offered;
- source and notes;
- owner/assignee;
- current pipeline stage.
Name (up to 120 characters) and phone (up to 40) are required. Email, address (300), city (120), source (60) and notes (5,000) are optional. Mark a lead hot, warm or cold, and set a next action with a due date.
Search matches name, phone, email and city. You can also filter by stage, owner (me, unassigned or one staff member), source, or hot leads only.
Do not store payment credentials, passwords, identity-document copies, or unrelated sensitive information in free-text notes.
Move a lead through stages
A lead moves through 6 stages: New, Contacted, Qualified, Site survey, Converted and Lost. The Kanban board shows the first 5 as columns, with up to 50 cards each. The List view loads 50 leads at a time and includes lost leads.
Use Kanban for visual pipeline work or List for scanning/filtering. Stage changes should reflect a real sales event, not merely an intention. Add a concise note when moving a lead after a call, survey, quotation, or installation decision.
Convert to a subscriber
- Open the intended lead and verify contact/location.
- Choose Convert.
- Select the correct subscriber type, package, and network context.
- Complete the required subscriber fields.
- Review the created subscriber profile.
- Confirm the lead is marked converted and is not converted a second time.
If a subscriber already has the lead’s phone number, Convert links the lead to that subscriber and marks it converted. No second account is created. Otherwise it opens the new-subscriber form.
Conversion should preserve sales context while creating the operational account. If subscriber creation fails, resolve the validation error before attempting another conversion.
Export and deletion
Use the lead export page for controlled CRM movement. Apply filters and review export counts. Export a date range as CSV or Excel. Bulk delete is appropriate only for confirmed duplicates or records outside retention needs; conversion and loss stages are usually more informative than deletion.