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Robert Altham
James Altham
Lucy Walker
Chris Walker
New Lead
0
Qualified
0
Proposal Sent
0
Negotiating
0
Won
0
Recent Activity - All Leads
Enter Deal Value
✕
Now that this lead is
, do you have an estimated deal value? This helps with pipeline forecasting.
Deal Value (£)
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Add New Lead
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Contact Name *
Company *
⚠ Possible duplicate - this company already has an active lead:
Click a lead to view it, or continue adding if this is a different contact.
Brightpearl Contact Found
⚠ Please check the details below are still correct - email and address may have changed.
Yes, link to this contact
Not the right contact
✓ Details pre-filled from Brightpearl - please verify they are up to date before saving.
Email
Phone
Deal Value
(optional)
(£)
Source
Assigned To
Robert Altham
James Altham
Lucy Walker
Chris Walker
Stage
New Lead
Qualified
Proposal Sent
Negotiating
Product Interest
Notes
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Lead
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✕
Mark as Won
✕
Brightpearl Confirmation Required
Before marking this deal as won, confirm the contact has been created or updated in Brightpearl so the account is ready for order processing.
I confirm this contact exists and is up to date in Brightpearl
Closing Notes
Cancel
Confirm Won
Mark as Lost
✕
Why was this lead lost?
Recording the reason helps identify patterns and improve future conversion rates.
Lost Reason *
Select a reason...
Price - too expensive
Competitor - went with another supplier
Timing - not the right time
Budget - no budget available
No Response - contact went silent
Wrong Fit - product not suitable
Other
Additional Notes
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Mark as Lost