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How to Create and Manage Leads in CRM as a Service

Updated: 2 days ago

CRM as a Service is a Microsoft Teams CRM that brings lead management into the platform where your team's conversations and decisions already happen. Instead of juggling a separate CRM tool, you can create, track, and archive leads without leaving Microsoft Teams. This article walks through the full workflow, from adding your first lead to archiving inactive ones.



What Is a Lead?

A lead is a prospective customer who has shown interest in your product or service. In CRM as a Service, leads sit at the start of the sales pipeline, before they're qualified and converted into opportunities. For a full breakdown of how leads, opportunities, contacts, and organizations relate to each other, there's a separate article on CRM terminology.


For a broader look at the full process, the lead management guide covers the lifecycle from capture to conversion.



Creating Your First Lead

In the CRM as a Service app, go to the Lead section and click '+ Lead' to add a new entry. You'll be prompted to fill in two fields:

  • Lead Title: A short description of the lead, for example, "Contoso Company is looking for a new CRM App."

  • Company Name: The name of the company, for example, "Contoso."

Create and Manage Your Lead with CRM As A Service

After entering the details, click Save. The lead will appear in your lead list immediately.


Create and Manage Your Lead with CRM As A Service

Uploading Leads in Bulk

If you have existing lead data in Excel or CSV format, you can import it directly instead of adding leads one by one. The lead import guide walks through the full upload process.


Archiving Your Lead

To archive a lead, open the lead record and select the archive option. Archived leads are removed from your active list but remain stored for future reference, so no data is lost.


Archiving is useful when a lead goes cold or needs to be put on hold without being permanently removed from the system. To retrieve or restore an archived lead, the archive view guide covers how to access and unarchive leads.


Create and Manage Your Lead with CRM As A Service

CRM as a Service is designed for ease, ensuring that even complex sales workflows are simplified. Stay organized and keep your leads on track with just a few clicks.


Ready to streamline your sales workflow? Sign up for your free 1-month trial and get started today!


TeamsWork is a Microsoft Partner Network member, and their expertise lies in developing Productivity Apps that harness the power of the Microsoft Teams platform and its dynamic ecosystem. Their SaaS products, including CRM as a Service, Ticketing as a Service and Checklist as a Service, are highly acclaimed by users. Users love the user-friendly interface, seamless integration with Microsoft Teams, and affordable pricing plans. They take pride in developing innovative software solutions that enhance company productivity while being affordable for any budget.


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