In Service Opus, a Lead represents a prospective customer opportunity. Getting lead capture right ensures your team follows up quickly, tracks marketing source efficiency, and seamlessly converts inquiries into quotes, bookings, or job cards.
Step-by-Step Walkthrough
Navigate to the Leads Screen
Log into your Service Opus account. From the sidebar menu, click on Leads (or navigate directly to /leads). You will be greeted by the Leads Kanban board or list view showing all active, pending, and converted opportunities.
Access the Creation Form
In the upper-right corner of the Leads dashboard, click the New Lead button. The app routes you to /leads/create, presenting the unified lead creation workspace.
Enter Customer Details
Input the prospect's primary contact details. If the prospect represents a commercial business, be sure to complete the company name field.
| Field | Requirement | Purpose / Format |
|---|---|---|
| First Name | Required | Prospect's first name. |
| Last Name | Required | Prospect's last name. |
| Optional | Prospect's email address. Format validated (e.g., [email protected]). | |
| Phone | Optional | Prospect's phone number. Standardized format (10-digit number). |
| Company Name | Optional | Business name for commercial clients. |
Capture Details & Source
Enter the specifics of the opportunity. This helps the sales representative understand the customer's problem before making contact.
| Field | Requirement | Description |
|---|---|---|
| Description | Optional | Detailed description of the service request or customer's problem. |
| Lead Source | Optional | Select where the lead came from (e.g., Google, Direct Mail, Referral). |
| Estimated Value | Optional | Approximate budget or value of the work order. |
Assign Ownership
Assign the lead to an employee. Select the sales representative or technician responsible for the follow-up, and select a Follow-up Date. The lead will appear directly in their dashboard follow-up queue.
Save the Lead
Review the form details. Click the Save Lead button. Once successfully created, the app redirects you to the newly created Lead's detail view (at /leads/view/{id}) where you can add attachments, modify status, or convert the lead.
Validation Rules
To keep CRM reporting accurate, Service Opus enforces the following data validation rules during lead creation:
- Required Contact Name: First Name and Last Name cannot be left blank.
- Email Format: If an email is provided, it must be syntactically valid (e.g., containing @ and a valid domain).
- Phone Number Length: If a phone number is entered, it must be a valid 10-digit number. The system will automatically apply formatting as you type.
What's Next?
Now that your lead is captured, you can proceed with the following actions:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.