Managing Leads

Leads are the foundation of your sales pipeline in Skode CRM. This guide covers creating leads, lead scoring, automated assignment, and follow-up workflows that help you convert prospects into customers.

Creating Leads

There are multiple ways to create leads in Skode:

• Manual entry — Click + New Lead and fill in the form. Required fields are configurable per workspace
• Voice AI — Tap the microphone and dictate lead details. Skode extracts name, email, phone, company, and deal value with confidence scoring
• Web forms — Embed Skode Forms on your website. Submissions automatically create leads with source tracking
• CSV import — Bulk import leads from spreadsheets with intelligent field mapping
• API — Create leads programmatically via the REST API

Lead Scoring

Skode assigns each lead a score from 0 to 100 based on configurable criteria. Default scoring factors include completeness of profile data, email domain reputation, company size, and engagement activity (email opens, page visits, form submissions). Customize scoring rules under Settings > Lead Scoring.

Automated Lead Assignment

The enterprise lead assignment engine distributes leads automatically based on your configured rules:

• Round-robin — Equal distribution across team members
• Territory-based — Assign leads by geographic region, industry, or deal size
• Skill routing — Match leads to agents with relevant expertise
• Weighted distribution — Allocate more leads to top performers

SLA tracking monitors first-response time and escalates uncontacted leads to managers after configurable thresholds.

Lead Views & Filters

Create custom views with saved filter combinations. Filter by status, score, source, owner, date range, custom fields, and more. Share views with your team or keep them private. The Kanban view groups leads by status, while the table view supports inline editing for quick updates.