Work a sales lead

What this achieves

Anyone can ask to be contacted from the public website without having an account. Those enquiries land here, where they are tracked and, when one is won, turned into a real workspace.

Required role: Humavera platform staff.

Steps

1. Go to Platform → Sales Leads.
2. Read the lead: work email, name, organisation, organisation type, employee band, phone, and anything they wrote.
3. Set the status on the lead using the selector on its row.
4. To convert a won lead, select Create tenant.
5. Enter the Company name, Admin email, Admin first name, and Admin last name.
6. Select Create tenant to confirm.

Lead statuses

Option	Description
New	Not yet worked.
In discussion	Someone is talking to them.
Won	They are becoming a customer.
Lost	They are not.

Setting the status is what keeps the list a worklist. A page of leads all reading New tells nobody anything.

Organisation types

Leads carry the type of organisation they came from — government, education, non-profit, large enterprise, or other — alongside an employee band rather than an exact headcount. Both come from what the enquirer chose on the public form, so treat them as their description of themselves rather than as verified fact.

Example: a lead giving an employee band and a note about what they need is enough to decide who picks it up. It is not enough to size a package on.

Converting a lead into a workspace

Create tenant does two things at once: it creates the workspace, and it creates its first administrator from the name and email you enter, sending that person an invitation.

The new workspace starts on the free package. Where the agreement is for something else, change the plan on the workspace record afterwards, or set up a negotiated agreement if the terms are hand-set.

Example: a won lead becomes a workspace, its first administrator is invited by email, and the plan is set on the workspace record once the commercial side is settled.

These are real people’s contact details

A lead holds someone’s work email, name, employer, and often a phone number, given so that Humavera would contact them about Humavera. Use them for that. Nothing on this screen should be exported, forwarded, or used for anything the enquirer did not ask for.

What happens next

Once a lead is converted, the customer’s own administrator takes over inside their workspace, and the account work moves to the workspace record: the plan, the entitlements, and the credit allowance. The lead stays in this list as the record of where the customer came from.

Related

• Create a customer workspace
• Work a sales inquiry
• Change a workspace’s plan
• Manage user accounts across workspaces