<div class="callout">Once&nbsp;Lead Settings&nbsp;have been set up, you can begin to utilise&nbsp;Leads. For help with the&nbsp;Settings&nbsp;click<a target="_blank" rel="noopener noreferrer nofollow" href="https://features.premiersystems.com/admin/kb/a/how-to-lead-settings/en">&nbsp;here</a>.</div>Leads&nbsp;will help keep track of prospects, allowing you to move leads along the&nbsp;Pipeline&nbsp;until they become an&nbsp;Outlet&nbsp;in BrewMan. This will allow you to log communication, create tasks and keep track of new customers while on the go.<h4>Creating a lead</h4>The most efficient way to add your leads in bulk would be to use the&nbsp;Import&nbsp;function. Go to&nbsp;Sales&nbsp;→&nbsp;Leads Pipeline&nbsp;and click&nbsp;Import Leads. This will redirect you to the&nbsp;New Data Import&nbsp;page where you will be able to select&nbsp;Leads&nbsp;as the&nbsp;Data Type&nbsp;and&nbsp;Download the Example File. For more information on&nbsp;Imports&nbsp;click<a target="_blank" rel="noopener noreferrer nofollow" href="https://features.premiersystems.com/admin/kb/a/step-4-importing-data/en">&nbsp;here</a>.&nbsp;Alternatively, you can create a new Lead within&nbsp;Sales&nbsp;&gt;&nbsp;Leads&nbsp;and click&nbsp;Create Lead&nbsp;in the bottom right corner of the page. Or, go to&nbsp;Sales&nbsp;&gt;&nbsp;Leads Pipeline&nbsp;and click&nbsp;Add New Lead.<img src="https://vault.featureos.app/uploads/attachment/articles/3883/upload/028cb0fd25baff772566d7f91328fbce.png">When creating a new Lead, the only essential fields are the&nbsp;Name&nbsp;of the business and the&nbsp;Pipeline Stage,&nbsp;enabling you to add them quickly.You will have the option to add the following details at any time:<ul><li>Name, Telephone Number, Email Address, Contact Name.</li><li>Description&nbsp;- Add a description for the Lead.</li><li>Assign To&nbsp;- Choose a BrewMan user to assign the Lead to. A user can then filter the pages to show leads assign to themselves.</li><li>Pipeline Stage&nbsp;- Choose which stage of the Pipeline the Lead will start at.</li><li>Lead Start Date &amp; Estimated Closing Date&nbsp;- Add dates to show when contact began and an expected date for when you will turn the lead into an Outlet.</li><li>Value&nbsp;- Add a monetary value to the Lead.&nbsp;</li><li>Probability&nbsp;- State the probability of turning the Lead into an Outlet on the system.</li><li>Lead Source - Add how you came in contact with the</li></ul>The remaining fields:&nbsp;Loss Reason, Loss Reason Notes, Won Outlet&nbsp;will be used at a later stage.<img src="https://vault.featureos.app/uploads/attachment/articles/3883/upload/87fd3657719507e0a2603060fba3861c.png">Sales&nbsp;→&nbsp;Leads&nbsp;will show a detailed view of all of the&nbsp;Leads&nbsp;in the system. Click&nbsp;Manage Columns&nbsp;to edit which&nbsp;Lead&nbsp;details are shown on the page.<img src="https://vault.featureos.app/uploads/attachment/articles/3883/upload/6bfe93b7f4f0b87cab11e9f1bcc3fa85.png">Click on a&nbsp;Lead&nbsp;to see the Lead's&nbsp;Activity Log&nbsp;and&nbsp;Details. On this page, you can also&nbsp;Log Communication&nbsp;, view and add to&nbsp;Upcoming Tasks&nbsp;as well as&nbsp;Upload&nbsp;any relevant&nbsp;Documents.<img src="https://vault.featureos.app/uploads/attachment/articles/3883/upload/76b5f5d67dc2b62d99f5a6239ec82509.png">Once Leads are in the system, you will be able to see them on the&nbsp;Leads Pipeline.Leads Pipeline&nbsp;will show an interactive view of&nbsp;Leads&nbsp;in the system. Move&nbsp;Leads&nbsp;along the&nbsp;Pipeline&nbsp;by dragging and dropping to the desired stage.Click on the 3 dots and then click Open to see the page previously mentioned. Here you can&nbsp;Log Communication, view and add to&nbsp;Upcoming Tasks&nbsp;as well as&nbsp;Upload&nbsp;any relevant&nbsp;Documents.<img src="https://vault.featureos.app/uploads/attachment/articles/3883/upload/92d99198d5c8caae8decfa539d8279d9.png"><h4>Creating a customer&nbsp;or&nbsp;Marking as Lost</h4>When ready, you can create the&nbsp;Lead&nbsp;as a customer in the system and begin creating orders for them. To do so you can click on the 3 dots and then click&nbsp;Convert to Customer&nbsp;or, you can open a Lead within&nbsp;Sales&nbsp;&gt;&nbsp;Leads&nbsp;, then click&nbsp;More&nbsp;→&nbsp;Convert to Customer.You can create an order for a&nbsp;Lead&nbsp;once they have been converted as a customer.If the&nbsp;Lead&nbsp;does not follow through, you may wish to mark them as&nbsp;Lost. You can do this by going Sales &gt; Leads, clicking into the Lead, then clicking&nbsp;More&nbsp;→&nbsp;Mark as Lost. Alternatively, you can mark a&nbsp;Lead&nbsp;as&nbsp;Lost&nbsp;on the&nbsp;Pipeline&nbsp;by clicking on the 3 dots and then clicking&nbsp;Mark as Lost.As seen below, you can access&nbsp;Leads&nbsp;on the go!<img src="https://vault.featureos.app/uploads/attachment/articles/3883/upload/d78ff145f10de3293c0e1da8b36d2950.png"><div class="callout">Please contact support if you would like any assistance with&nbsp;Leads.</div>

 have been set up, you can begin to utilise 

 will help keep track of prospects, allowing you to move leads along the 

 in BrewMan. This will allow you to log communication, create tasks and keep track of new customers while on the go.

The most efficient way to add your leads in bulk would be to use the 

 page where you will be able to select 

Alternatively, you can create a new Lead within 

 in the bottom right corner of the page. Or, go to 

When creating a new Lead, the only essential fields are the 

You will have the option to add the following details at any time:

Loss Reason, Loss Reason Notes, Won Outlet

 will show a detailed view of all of the 

Once Leads are in the system, you will be able to see them on the 

 by dragging and dropping to the desired stage.

Click on the 3 dots and then click Open to see the page previously mentioned. Here you can 

 as a customer in the system and begin creating orders for them. To do so you can click on the 3 dots and then click 

 once they have been converted as a customer.

 does not follow through, you may wish to mark them as 

. You can do this by going Sales > Leads, clicking into the Lead, then clicking 

 by clicking on the 3 dots and then clicking 

Please contact support if you would like any assistance with 

How To: Leads & Leads Pipeline

<div class="callout">Go to&nbsp;Calendar. To change the view, click the top right filter and select a different timeframe.&nbsp;</div><img src="https://vault.featureos.app/uploads/attachment/articles/3883/upload/9c98874220520cee1ef213dbc30194ed.png"><h4>Syncing your Calendar</h4>You can sync your BrewMan calendar to your external Google or Microsoft calendar.&nbsp;Click&nbsp;Link To Calendar and select which calendar you would like to link to.<img src="https://vault.featureos.app/uploads/attachment/articles/3883/upload/c3b9f254d09cccd607051b74c0201f4e.png">Sign into your email and then set the calendar you want the link to pull information from and send information to.All events from your external calendar will pull into your BrewMan calendar and all visits from your BrewMan calendar will now appear in your external calendar.&nbsp;You will not be able to make changes to external events in your BrewMan calendar and any changes made to a BrewMan visit in your external calendar will not be reflected in BrewMan and will revert back to its status in BrewMan.<img src="https://vault.featureos.app/uploads/attachment/articles/3883/upload/3dbc1162817ba2c5aef656316f0c3794.png"><h4>Creating a Visit</h4>Click on a date in the calendar to create a&nbsp;Visit. When in the week or day view, you can change the duration of visits by dragging them up or down. You can also change the date and planned time by dragging them around the calendar.&nbsp;Click on the&nbsp;Visit to view information about it,&nbsp;Start Navigation or&nbsp;Edit Visit Log.

 To change the view, click the top right filter and select a different timeframe. 

You can sync your BrewMan calendar to your external Google or Microsoft calendar. 

 and select which calendar you would like to link to.

Sign into your email and then set the calendar you want the link to pull information from and send information to.

All events from your external calendar will pull into your BrewMan calendar and all visits from your BrewMan calendar will now appear in your external calendar. 

You will not be able to make changes to external events in your BrewMan calendar and any changes made to a BrewMan visit in your external calendar will not be reflected in BrewMan and will revert back to its status in BrewMan.

Click on a date in the calendar to create a 

 When in the week or day view, you can change the duration of visits by dragging them up or down. You can also change the date and planned time by dragging them around the calendar. 

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Tasks/Sales/Credits & Ullages

How To: Leads & Leads Pipeline

How To: Syncing and Using the BrewMan Calendar