Leads

A lead is a potential customer you haven't sold to yet. The moment they buy something, they become a Customer — but until then, they live in Leads.

The Leads table

Click Leads in the sidebar to open the table. You'll see one row per lead with these columns:

The Leads table with search, status filter, and bulk-action toolbar.

Column	What it means
Name	The person's name
Company	Business they represent
Status	New, Contacted, Qualified, Converted, Unqualified
Source	Where they came from
Assigned to	Who owns this lead
Last activity	Most recent call, email, or note
Created	When the lead was added

Filtering & searching

• The search box searches name, email, phone, and company simultaneously
• The Status dropdown filters to one status
• The Assigned to dropdown filters to leads owned by a specific user (managers and above)
• The Source dropdown filters by referral source
• Multiple filters combine (AND)

Bulk actions

Select multiple rows using the checkboxes, then use the toolbar at the top:

• Assign to… — reassign the selection
• Change status — bulk update
• Delete — permanent, admin only, requires confirmation

Lead detail page

Click any lead to open the detail view. This is the most-used screen in Rasveon.

Every field is inline-editable. Right rail has Email, Call, and Convert buttons.

The layout:

• Left rail — the lead's fields (all inline-editable)
• Centre — Activities timeline (calls, emails, meetings, notes)
• Right rail — Quick actions (Email, Call, Convert), open tasks, related records

Inline editing

Click any value on the left rail to edit it. Press Enter or click outside to save; Escape to cancel. The changes save immediately — no separate "Save" button.

The Email button

Opens your default email client with the lead's email pre-filled and a suggested subject line. If you have the AI Assistant open, you can also ask it to "draft a follow-up email" — the AI will write something contextual you can copy or send.

The Call button

On the web app, this uses tel: — your OS handles it. On the mobile app, it uses the native dialler.

The Convert button

Turns the lead into a Customer + Contact + Opportunity in one action. See the First Lead walkthrough for details.

Lead statuses

Status	Meaning
New	Just captured, nobody has contacted them yet
Contacted	Reached out but haven't confirmed interest
Qualified	Confirmed budget, need, and timeline — ready to sell to
Converted	Became a customer (set automatically when you click Convert)
Unqualified	Not a fit — wrong industry, no budget, timing off

Statuses are freely settable — you can move a lead backward too (e.g. Qualified → Contacted if they went cold).

Sources

Sources come from a fixed list configured in Settings → Lead Sources:

• Referral
• Website
• Event / Trade show
• Cold outreach
• Existing customer
• Partner
• Other

Managers and admins can add new sources.

Duplicate detection

When you create a lead, Rasveon checks for a match against existing leads and customers by:

1. Email (exact match)
2. Phone (last 8 digits, ignores formatting)
3. Company name (case-insensitive, ignores Sdn Bhd / Pte Ltd)

If there's a match, you'll see a warning with a link to open the existing record. You can still create the new one — the check is a warning, not a block.

Permissions

• viewer — read only
• user — can create and edit their own leads only
• senior — can edit anyone's leads
• manager and admin — full access, including bulk reassignment

See Roles & Permissions for details.