Leads in TatvaCRM — overview
Complete overview of the Leads module in TatvaCRM. Fields, capture sources, qualification, lead scoring, the convert-to-contact-and-deal flow, and how leads link to the rest of the CRM.
Leads are the prospects at the top of your sales funnel — people who have shown interest but you haven’t yet qualified. This page covers the Leads module in TatvaCRM: fields, capture sources, qualification, scoring, and conversion.
Where to find leads
Leads live in the Leads page on the left menu — separate from Contacts. Default view: a sortable table with stage, source, and owner columns visible. Also available: Kanban grouped by stage, and Calendar grouped by next-action date.
What fields does a Lead have?
| Field | Notes |
|---|---|
| First name | Required. |
| Last name | Optional. |
| Email or phone | At least one is required — you need a way to contact them. |
| Company name | Free text — link to a Company record only on conversion. |
| Job title | Useful for B2B qualification. |
| Source | Where the lead came from — LinkedIn, Justdial, Referral, Event, Web form, etc. |
| Source detail | Optional sub-source — “Referral by Mr Patil”, “Event: FICCI Mumbai 2026”. |
| Stage | Where the lead sits in your qualification process. Default values: Untouched / Contacted / Qualified / Unresponsive / Dormant / Converted / Lost. |
| Owner | Sales rep responsible for working this lead. |
| Score | Numeric lead score (0-100) — see Lead Scoring below. |
| Next action date | When the next follow-up is due. |
| Notes | Free-text scratchpad. |
| Custom fields | Anything else your business tracks — budget, decision timeline, competitors, lifecycle role. |
Capturing leads — sources
Leads enter TatvaCRM through several channels:
Manual entry
The simplest. Hit + Add Lead, fill the form, save.
Web forms
Embed a TatvaCRM form on your website. Submissions create Leads automatically. Configure under Settings → Web forms. Pick which fields to capture and what stage the new lead lands in.
CSV import
Upload a CSV of leads (e.g. trade show attendees, purchased lists you want to work through outreach). See Import existing data.
Email capture
Forward emails to a dedicated TatvaCRM address — they become Leads automatically. Use this for replies-to-cold-emails or generic enquiries landing in info@yourcompany.com.
API / integrations
Tools like Calendly, Typeform, LinkedIn ads, and Meta lead forms can push leads via integration. Available on Pro+ plans.
Lead scoring
TatvaCRM gives each Lead a score (0-100) based on rules you configure. Higher score = more likely to convert. Configure scoring rules under Settings → Lead scoring. Common rules:
- +10 if budget > ₹2L
- +15 if decision-maker confirmed
- +5 per logged conversation
- −10 if no contact in 14 days
Leads above a threshold (e.g. 70) appear at the top of your daily work list.
Converting a Lead
When a Lead is qualified and ready, click Convert. TatvaCRM creates:
- A new Contact (the person)
- Optionally a new Company (if B2B and the company doesn’t already exist)
- A new Deal in your default pipeline’s first stage
The original Lead is marked Converted and steps out of your active Leads view. See Convert to contact and deal for the full flow.
Dormant leads — what to do
Leads that go quiet should not pollute your active list. Move them to Dormant after a threshold (e.g. no contact in 60 days). Dormant leads stay searchable and available for re-engagement campaigns but don’t appear in your daily work list. Move back to Untouched when they re-emerge.
Common questions
“Can I import 500 leads from a trade show?”
Yes — CSV import. See Import existing data. Tag them with the event source (e.g. event:SIAM-2026) so you can report on conversion rates per event.
“What if the same person fills our web form twice?”
TatvaCRM detects the duplicate (same email or phone) and merges into the existing Lead, updating fields and logging the new touch as an Activity.
“When does a Lead become a Contact?”
At conversion. See Lead vs Contact for the decision rule.