# Adding, Working, and Converting Leads in "Edara CRM" > Source: https://help.getedara.com/en/articles/90000031-adding-working-and-converting-leads-in-edara-crm · Category: Edara CRM › Leads and deals · العربية: https://help.getedara.com/ar/articles/90000031-%D8%A5%D8%B6%D8%A7%D9%81%D8%A9-%D8%A7%D9%84%D8%B9%D9%85%D9%84%D8%A7%D8%A1-%D8%A7%D9%84%D9%85%D8%AD%D8%AA%D9%85%D9%84%D9%8A%D9%86-%D9%88%D9%85%D8%AA%D8%A7%D8%A8%D8%B9%D8%AA%D9%87%D9%85-%D9%88%D8%AA%D8%AD%D9%88%D9%8A%D9%84%D9%87%D9%85-%D8%A5%D9%84%D9%89-%D8%B5%D9%81%D9%82%D8%A7%D8%AA-%D9%81%D9%8A-%D8%A5%D8%AF%D8%A7%D8%B1%D8%A9-%D8%B9%D9%84%D8%A7%D9%82%D8%A7%D8%AA-%D8%A7%D9%84%D8%B9%D9%85%D9%84%D8%A7%D8%A1 A sales team gets many names every day: a visitor who filled in the website form, a number from a trade show, someone a current customer recommended. Some will become deals and some will never answer, and when they are mixed in with real customers it is hard to tell who deserves your time now, and two people on the team may call the same person. With "Edara CRM" you keep these names in one separate list, give each one an owner and a status that shows how far you got, and spot duplicates before you call. When a lead is ready to buy, you turn it into a deal without retyping its details. ## Follow the Steps A lead is a person or company that showed interest but is not a customer yet. You find leads under "Leads" in the side menu, and they get there when you add them, from your website forms, or by import. ### The leads list The list opens on "Open", meaning leads that are not converted or disqualified yet. From here you reach any lead and update its status: 1. Choose " **Leads** " from the side menu. 2. Filter the list with "All", "Open", "New only", "Converted" or "Disqualified", or choose "My leads" to see only the leads you own. 3. Click the lead's name to open it in a side panel. 4. Change the "Status" or "Owner" from the panel. You can also filter by source from "All sources", search by name, email or company, and choose the visible columns from "Choose columns". In the side panel, move between leads with "Previous lead" and "Next lead" (or J and K), close it with Esc, and open the full page with its timeline of notes and activities from "Open full lead". A lead's status goes as follows: - "New": nobody has contacted them yet. - "Qualifying": you started talking to them to learn what they need. - "Qualified": ready to become a deal. - "Disqualified": you will not follow up, and it shows under "Disqualified". - "Converted": you don't choose it yourself; it is set automatically when you convert. > **Note:** A lead marked "Unassigned" has no owner yet. Only people whose role allows reassigning records can change the owner. ### Adding a lead If an interested person calls you, record them right away before you forget: 1. In "Leads", click " **Add Lead** ". 2. Type the "First name", and add what you know of the "Last name", "Email", "Phone", "Company", "Title" and "Message". 3. Click " **Add** ". The lead is added with the status "New", the source "Manual", and you as its owner. To record what was said on the call, open its page and click "Add note", or log an activity and click "Save Activity". ### Converting a lead into a deal Once the lead's interest is confirmed, convert it to start tracking it in the pipeline. Converting creates an organization, a contact and a deal from its details in one go: 1. Open the lead and click " **Convert** ". 2. Confirm "Convert this lead to an organization, contact, and deal?". 3. The message "Converted ✓" appears; click " **Open the deal** " to go to it. The lead's status becomes "Converted", and from its page you reach what was created with "Open the deal", "Open the account" and "Open the contact". The deal starts at the first stage of the pipeline. > **Note:** If you see "This lead is no longer available. Someone else may have converted it.", a teammate converted it before you. Refresh the page to see the deal. ### Merging duplicate leads The same person may fill in the website form twice, or two teammates may add them. When you open a lead whose email or phone exists in another record, a "Possible duplicates" section shows the similar records in three groups: "Open leads", "Existing contacts" and "Existing organizations". To merge two leads: 1. Open the lead, and under "Possible duplicates" click " **Merge** " next to the other lead. 2. Check the columns "This lead", "Other lead" and "Merged lead", and choose under "In case of conflict": "Keep this lead's data" or "Keep the other lead's data", or click "Change" on a single field. 3. Click " **Merge** ". The message "Leads merged." appears, and the activities, notes, tags and custom fields move to the lead you kept, with both texts kept in the notes. The other lead goes to the trash, where it can be restored for 30 days. You can also merge from the ⋯ menu on the lead's page and search for the other lead by name. > **Note:** Only open leads can be merged. If the duplicate is an existing contact or organization, click "Mark as duplicate of this" instead of merging; the lead moves to "Disqualified" with a note pointing to the original record. ### Editing several leads at once To share out a batch of leads to the team or clean up the list, select the leads with the checkboxes in the list, then choose from the bar that appears: - "Edit fields…": to change one field on all the selected leads. - "Reassign to…": to move them to another owner. - "Move to Trash". If the change covers more than 100 records, you are asked to confirm with something like "Yes — change 120 records". To delete a single lead, choose "Delete" from the ⋯ menu on its page, and it goes to the trash. To make a copy of it, choose "Duplicate", and the copy shows its name followed by "(copy)". ## Important Things to Know - The "Account Handler" role has no "Leads" screen, and "Add Lead" and "Convert" show only for roles that can create and convert leads. - To receive leads from your website automatically, see [Creating Lead Forms and Adding Them to Your Website in "Edara CRM"](https://help.getedara.com/en/articles/90000032-creating-lead-forms-and-adding-them-to-your-website-in-edara-crm) . - To follow the deal after converting, see [Tracking Deals and Moving Them Through Pipeline Stages in "Edara CRM"](https://help.getedara.com/en/articles/90000033-tracking-deals-and-moving-them-through-pipeline-stages-in-edara-crm) . ## Try It Yourself Sample data — it doesn't affect any real data. Add a lead with "Add Lead", then open a lead by its name and try "Convert", or open "Mahmoud Shaker" and merge him with his duplicate. ## You May Be Wondering **What is the difference between a lead and a deal?** A lead is an interested name whose request you have not confirmed yet, and a deal is a real sales opportunity with a value and a stage in the pipeline. When you convert a lead, the deal is created from its details. **Can I undo a conversion?** No, the lead stays "Converted". But you can edit or delete the deal, organization or contact that was created. **How does the system find duplicates?** It compares the email and phone with open leads and existing contacts and organizations, and shows the matches under "Possible duplicates". **I deleted a lead by mistake. Can I get it back?** Yes, deleted leads go to the trash and can be restored from there. See [Importing and Exporting Data and Restoring Deleted Records in "Edara CRM"](https://help.getedara.com/en/articles/90000049-importing-and-exporting-data-and-restoring-deleted-records-in-edara-crm) .