Leads
Every net-new inquiry across the six sources — the single inbound front door. Triage, assign an owner, then qualify and convert into an opportunity.
6
Open leads
+3 this week
2
Unassigned
needs triage
1
Qualified — ready to convert
1 today
38%
Lead → opportunity (90d)
+4 pts
Inbound queue
6 open · across 6 sources
| Contact | Source | Interest | Owner | Status | |
|---|---|---|---|---|---|
NW |
Trade show | 2× frigo 3500 · Bangkok DC | — unassigned | New | |
AC |
Online form | Edge site, 1 unit — quote request | — unassigned | New | |
SP |
Telephone | Multi-site rollout — exploratory | Krit C. | Working | |
PT |
1 unit · LinkedIn campaign Q2 | Krit C. | Working | ||
WK |
Showroom | Saw koelkast 4500 — 2 units | Krit C. | Qualified | |
MT |
Partner · Nera | Referred by Nera — 3 units | Nera | Shared |
The six sources
Online formSelf-service capture on riversync.com — lands new, unassigned.
TelephoneA sales user logs the call; the contact is matched or created on the spot.
ShowroomWalk-in — often with the model of interest already seen.
Trade showMet at an event — the event is a campaign for attribution.
Inquiry from a social network — ties to a campaign.
PartnerA reseller referral — carries the referrer, can route back to them.
Lead → opportunity, not straight to a deal
Qualifying a lead and converting it resolves the customer and opens an opportunity, where you shape and compare variants. Only a confirmed variant becomes a deal. (master SAL-5, SAL-6)