Lead & opportunity management for field sales.

Lead and opportunity management software organizes prospect information, sales ownership and follow-up activity from initial interest through deal progress. In a field sales workflow, it helps the office and mobile sales team work from the same customer context rather than separate notes, messages and spreadsheets.

A lead is a contact or enquiry that still needs qualification. An opportunity is a specific potential sale the team is actively pursuing. Use qualification to confirm the need and fit, then maintain the opportunity stage and next action as the commercial conversation progresses.

Yes. The DreamzCMMS mobile app lets a rep add a lead with a name, company, phone number, address and other details. Reps can open the lead list and review individual records from mobile, keeping the prospect information available between customer visits.

Yes. The lead form includes an owner under Personnel and an option to share the lead with another person. Agree who is responsible for the next response, even when several colleagues are involved, so shared access does not turn into unclear follow-up ownership.

Yes. Lead Category, Lead Industry and Lead Rating masters let your team manage classification values. Custom fields are also available in the lead setup. Agree what each category and rating means before rollout; a business-defined rating should not be mistaken for a verified prediction of conversion.

Use the lead conversion action and select Convert to Customer & Create Opportunity, then complete the required opportunity details. The documented workflow is available on mobile as well. Creating a customer record at this step does not mean the deal is already won or that an order has been placed.

Yes. You can add an opportunity directly for a company already in the system instead of creating a fresh lead for that relationship. This supports a new buying requirement or repeat-business discussion while keeping the opportunity associated with the existing customer context.

Yes. A lead task can include an assigned user, start and end dates, title, notes, contact type and task status. It can be related to a lead and opportunity, shown in the calendar and configured with a reminder. Review these settings when planning the next contact.

Yes. The mobile lead and opportunity records support notes and attachments. Opportunity files can include a captured photo, an uploaded image or a PDF. Record the important customer requirement and agreed next action so the next person reviewing the deal has the relevant context.

Yes. The opportunity workflow provides actions for quotations and sales orders, and mobile supports both. Related quotation, order and invoice records can be viewed from the opportunity. Review pricing, acceptance and approval requirements before progressing the transaction; a stage update is not a substitute for those decisions.

The Lead Report covers contacts, sources, status and assigned reps. The Opportunity Report includes stages, probability, expected revenue and next steps. The Sales Representative Dashboard provides opportunity and won/lost views alongside sales-order activity. Review these together, remembering that expected revenue and probabilities are estimates, not booked revenue.

Bring one new enquiry, a typical customer record and the steps your team follows before an order. Include the fields, ownership rules, follow-up reminders and quotation process you use. Walk through that example from capture to the next sales document to confirm the workflow fits your team.