All systems operational

Capture a Lead

Get a new prospect into DevSphere OS so your team can qualify and pursue it.

#Purpose

Ensure every prospect — whether it arrives by referral, call, website form, or a bulk list — becomes a tracked lead with an owner.

#Business goal

No opportunity is lost because it was never recorded. A captured lead is the first step of predictable revenue.

#At a glance

DetailValue
Estimated time2–5 minutes per lead
Departments involvedSales
Business modules usedCRM
AI departments usedSales Agent (assists with follow-up drafting later)
Required permissionsInternal staff with CRM access
PrerequisitesYour workspace is set up and you have CRM access.

#Workflow at a glance

1
Source
Referral, call, form, or import.
2
Create lead
Add to CRM.
3
Assign owner
Set who pursues it.
4
Ready to qualify
Enters the pipeline.

#Step by step

1

Choose how the lead arrives

Add it manually, import a batch, or pick it up from a website form submission collected in the CMS.
2

Create the lead

Enter the contact and company details you have.
3

Assign an owner

Set the salesperson responsible so it does not sit untouched.
4

Confirm it is in the pipeline

The lead appears in your Leads list, ready to qualify.

#Approval points

No formal approval gate

This workflow does not require a sign-off step, but you can still review before acting.

#Expected result

What you should see

A new lead exists in CRM with an owner and is ready to be qualified.

#Common mistakes

  • Leaving a lead without an owner.
  • Capturing so little detail that qualification is impossible.
  • Importing duplicates of leads you already have.

#Troubleshooting

If this happensTry this
Website enquiries are not becoming leadsReview website form submissions in the CMS and create leads from them.
Imported leads are missingCheck the source data formatting and re-import the missing rows.

#FAQ

Can the website feed leads automatically?

Website form submissions are collected in the CMS; you review them and create leads from those enquiries.

Is there a limit to how many leads I can import?

Import in reasonable batches and clean your data first for the smoothest result.

#Keep exploring

Qualify a Lead

Decide if it is worth pursuing.

Capture & Assign (CRM)

The CRM view of intake.

#Knowledge base

Create a lead

Step-by-step.

Import leads

Bulk intake.

Form submissions

Turn enquiries into leads.

#Business modules

CRM Module

Leads and pipeline.

Getting Started

Set up your workspace.

Platform Overview

How the OS fits together.

#AI departments

Sales Agent

Assists the sales team.

Still need help?

Can’t find what you’re looking for? The DevSphere OS team is happy to help.

Contact Support