Managing leads: from first contact to qualified opportunity

A lead is someone who has shown interest in your products or services but has not yet become a paying customer. The Faktorist CRM helps you track and nurture leads systematically.

Lead Sources on Faktorist

• Inbound RFQs — A buyer sends you a request for quotation through your profile or product listing.
• Tender inquiries — A buyer asks a question about your tender bid.
• Profile views — A registered buyer views your company profile (captured in your analytics dashboard).
• Contact requests — Someone sends you a connection request.
• Manual entry — You add a lead from a trade show, referral, or external channel.

Lead Stages

Faktorist uses a simple pipeline: New → Contacted → Qualified → Proposal Sent → Negotiation → Won / Lost. You can move a lead through stages by updating the status on their contact card.

Best Practices

• Respond to new leads within 24 hours — response speed strongly correlates with conversion.
• Add notes after every interaction so your team stays aligned.
• Use tags to categorize leads by product interest, deal size, or urgency.
• Set follow-up reminders so no lead falls through the cracks.