Leads

The CRM Leads module in DOCCO gives your sales team a structured way to manage incoming opportunities from first contact to conversion. Track leads through every stage — New, Open, Qualified, Unqualified, Lost, or Converted — with dedicated views for each status. For every lead, log where it came from (web form, phone call, Instagram, Telegram, and more), set a priority level (Hot, Warm, or Cold), and assign a closing date. Attach multiple contact channels directly to the lead — phone, email, and social media profiles — so everything is accessible in one place. When the time is right, convert a lead into a Deal with a single click and keep your pipeline moving. With Lead in DOCCO, no opportunity slips through the cracks.