Capture Field Leads

Your field team spots a potential customer. They capture it as a lead right there — with GPS, contact details, and a visit note. No more lost opportunities.

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Lead Capture in the Field

Add leads as customer records with a "lead" record type. Capture name, location, contact details, and initial notes — all from the mobile app.

  • Quick lead entry
  • GPS-tagged location
  • Photo and notes

Visit and Track Leads

Leads appear in the customer list and can be visited like any other customer. Track visit history, follow-ups, and engagement over time.

  • Visit leads like customers
  • Follow-up tracking
  • Engagement timeline

Convert to Customer

When a lead is qualified, change the record type from lead to customer. All visit history and data is preserved — no re-entry needed.

  • Record type change
  • Full history preserved
  • Seamless transition

Frequently Asked Questions

Traqbit stores leads as customer records with a lead/prospect/customer type. It is designed for field capture and visits, not a multi-stage pipeline CRM.
Yes. Leads are customer records and follow the same territory and assignment rules as customers.

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