Leads

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Add a new lead

1. Click Users → Leads.
2. Press Create a new lead.
3. Enter the person’s Name, Phone, Email (optional), and Address.
4. Save—each lead now appears in the table with a unique row ready for follow-up notes.

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Table overview & actions

• Columns display the lead’s name, email, phone, and address (wrapping long descriptions).
• Use the search bar to filter by any of those fields.
• Row actions include Edit and Delete (the latter requires the leads.delete permission).

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Convert to a paying client

1. Click the Convert to client action on a lead.
2. Choose whether they should become a PPPoE or Hotspot user.
3. Review the auto-filled username, phone, and email, then set a secure password.
4. Select the package profile to assign once they activate.
5. Confirm—Centipid creates a full subscriber record and removes the lead from any follow-up lists.

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Bulk workflows

• Send SMS – write a message once and Centipid dispatches it to every selected lead via your configured SMS gateway. Perfect for campaign reminders or neighborhood onboarding.
• Export leads – download a CSV for external dialers or sales spreadsheets.
• Delete – clean up stale leads after a campaign ends (requires permission).

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Tips

• Keep the address field specific (estate, street, or business). Install teams can then plan surveys without making additional calls.
• Use the Convert to client flow as soon as someone pays; it pre-fills the subscriber form so you do not type details twice.
• Combine this page with Campaigns or Emails modules to run drip marketing—log responses here, then convert when they are ready to install.