NexusCRM

Pipeline by Stage

Team Members

Open Tickets

My Tasks

Capture New Lead

Fill in what you know. The more detail, the better the lead score.

Full Name *

Company

Email

Phone

Source

Est. Value ($)

Notes / Initial Interest

All Leads

Name	Company	Source	Est. Value	Score	Captured by	Actions

Name	Company	Email	Phone	Status	Added by	Actions

Conversion Funnel

Convert Lead → Client

Select a lead to promote them to a contact and create an initial deal.

Lead

Deal Name

Deal Value ($)

Stage

Conversion History

Lead	Company	Deal Created	Value	Converted by	Date

All

Open

In Progress

Resolved

All

Pending

Done

Activity Feed

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