Leads
Capture and qualify early enquiries before they become active opportunities.
Environment-aware guidance
Exact buttons and available actions can vary with company plan, role permissions and enabled capabilities. Stoneware workflow rules and server-side checks remain authoritative.
Capture
Record enough context to understand the potential customer/project without overloading the lead with operational detail.
Qualify
Convert genuine work into the appropriate Account/Contact/Opportunity flow.
Close out
Keep unqualified or lost enquiries traceable rather than deleting useful history.
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