Create your first lead in five minutes

By the end of this page you'll have:

1. Added a lead
2. Logged a call
3. Converted the lead to a customer
4. Scheduled a follow-up task

There are two ways to do this — clicking through the UI, or asking the AI. We'll show both.

Method 1 — Click through the UI

Step 1: Open the Leads page

From the sidebar, click Leads. You'll see the leads table with a + New Lead button at the top-right.

Step 2: Add the lead

Click + New Lead and fill in what you know:

• Name — required
• Email — highly recommended, needed for follow-up emails
• Phone — highly recommended, needed for the Call button
• Company — the business they represent
• Source — how they found you (referral, website, event…)
• Status — leave this as New

Click Save. You'll land on the lead's detail page.

The lead detail page — inline editing, Email / Call / Convert actions, and an activity timeline.

Try to get both email AND phone.

Every field on the lead is editable inline — click any value to change it. But email and phone are the two you'll wish you had later. Ask before you hang up.

Step 3: Log a call

On the lead detail page, click the Call button. This dials the number using your phone's default handler.

When you're done, click + Log Activity on the right rail. Choose type Call, add a short outcome note like "Interested in 12-door access control for new HQ. Wants a site survey next week."

Step 4: Convert to customer

If the lead is qualified — they've confirmed budget, need, and timeline — click the Convert button at the top.

Rasveon creates:

• A new Customer record (the company)
• A new Contact record (the person)
• A new Opportunity — the deal you're about to sell

Step 5: Schedule a follow-up

From the customer or opportunity page, click + Task. Set:

• Title — "Confirm site survey slot"
• Due date — tomorrow
• Assigned to — you

Save. That task now shows up in your Dashboard and in the sidebar badge count.

Method 2 — Ask the AI

Open the AI (floating amber button, or Ctrl + Space). Say — or type:

"Create a lead — Ahmad Zaki from Puteri Locksmiths, ahmad@puteri.my, +60 12 345 6789, referred by Menara Sales."

The AI creates the lead and gives you back a confirmation with a link to open it. Then:

"Log a call — spoke to Ahmad, wants a site survey for 12-door access control at their new HQ."

Then:

"Convert Ahmad to a customer and create a task to confirm the site survey slot tomorrow."

Done. Every one of those actions used the same permissions and validation as clicking through the UI — the AI is not a shortcut around your rules.

What happens next

Every lead has a status — New, Contacted, Qualified, Converted, Unqualified. The lifecycle looks like this:

New  ──▶  Contacted  ──▶  Qualified  ──▶  Converted
                                          (becomes a Customer)
                    └──▶  Unqualified

If a lead goes cold, move them to Unqualified with a note explaining why. Don't delete — you might revisit them later.

Read next: Leads → for the full reference on every field, filter, and bulk action.