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Leads

Capture and qualify new card-programme enquiries using the Katekile lead card view and pipeline header.

Used bySales MgrCSR

A Lead is a person or organisation that has shown interest — a bank looking for a new debit-card bureau, a retailer launching a loyalty programme, a transit authority needing access cards.

Who: Katekile Sales Manager, Katekile Customer Service Rep. Menu: CRM → Leads.

The lead list

Leads as cards. The banner counts Pipeline, Converted, Lost and Dormant leads — click a tile to filter.
Leads as cards. The banner counts Pipeline, Converted, Lost and Dormant leads — click a tile to filter.

Each card shows the contact, company, phone and email, status chip, source, territory, industry, estimated annual volume and expected close date, plus who owns it.

Create a lead

  1. Go to CRM → Leads and click Add Lead.
  2. Fill in the person (First Name, Last Name, Job Title) and contact details.
  3. Fill in the Katekile mandatory fields: – Organization Name (company) – Industry (e.g. Banking, Retail, Transport) – Source (Website, Trade Show, Referral, Existing Customer, Cold Calling …) – Estimated annual volumes — expected annual card value – Expected close date
  4. Optionally record Competitor information — who serves them today and why they might move.
  5. Set the Lead Owner and Save.
New lead form. Fields marked * are mandatory.
New lead form. Fields marked * are mandatory.

Working a lead — the pipeline header

Opening a lead shows the Katekile lead header:

Lead header: avatar, status badge, quick actions, pipeline tracker, owner and assignment chips, key metrics and a profile-completeness bar.
Lead header: avatar, status badge, quick actions, pipeline tracker, owner and assignment chips, key metrics and a profile-completeness bar.
Element Use it to
Pipeline tracker See and click the stage: Lead → Contacted → Qualification in Progress → Interested → Proposal Pending → Converted.
Change Status Jump to Contacted, Qualification in Progress, Awaiting Information, Proposal Pending, Disqualified or Dormant.
Email / Call / WhatsApp Start contact straight from the lead.
Lead Owner / Assigned To See who owns it; click Assign to hand it to a colleague.
Key metrics Estimated annual volume, expected close, territory, source and qualification at a glance.
Profile completeness How many key fields are filled — aim for 100% before converting.

Assigning a lead

Click Assign in the header (or the Assigned To section in the sidebar), choose the user and add a comment. The assignee gets a “Lead Assigned” email with the lead’s details and a View Lead button, and the lead appears in their To Do.

The email a user receives when a lead is assigned to them.
The email a user receives when a lead is assigned to them.

Converting a lead

When the lead is qualified, use Create → Opportunity, Create → Prospect or Create → Customer from the lead. Converting to a customer starts the KYC approval.

Last updated October 16, 2026