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From lead to deal

Record a lead, move the deal through the pipeline, make a quote and turn the won deal into a project.

Updated September 24, 2026

Open Sales. The pipeline groups open deals by stage. Each card shows the value, probability and next planned action.

Record a lead

Use the Leads tab for enquiries and potential customers whose interest or suitability you have not yet assessed. Add contact details, an estimated value, an owner and a status. You can also import leads from a CSV file.

When a lead is ready for a sales discussion, choose Convert. Link it to an existing customer or create a new customer at the same time. If you dismiss a lead, record the reason.

Update the deal’s stage

Move the card between stages as discussions progress. Record calls, meetings and tasks under Activities on the deal. They also appear in your daily agenda. You can save emails through the BCC address or Microsoft 365 mail.

Create a quote and start a project

Create a quote from the deal to prefill the customer details. The customer can accept the quote through a link without signing in.

Mark the deal as won in the pipeline when the sale is agreed. To create a project using the quote’s estimated work and budget, choose Convert to project on the accepted quote. See Create and send a quote.

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