Leads
How leads work
When a new lead comes in, Novala automatically calculates a score based on your configured scoring rules. Higher scores indicate leads that better match your ideal criteria. From there, you can qualify a lead to convert it into a deal in your pipeline, or disqualify it if it’s not a fit.Capture a lead manually
1
Go to Leads
Navigate to Sales → Leads in the left sidebar.
2
Create a new lead
Click New Lead and fill in the contact information, source, and any notes. The lead is scored automatically when saved.
3
Assign the lead
Use the Assigned To field to route the lead to the right sales rep.
Lead scoring
Novala scores each lead based on rules you configure. Scoring rules evaluate fields on the lead record — such as company size, source channel, or industry — and assign points accordingly. The total determines the lead’s score. To configure scoring rules, go to Settings → Leads → Scoring Rules. You need the Manage Scoring Rules permission to edit rules.Qualify or disqualify a lead
1
Open the lead
Go to Sales → Leads and open the lead you want to action.
2
Review the details
Check the score, communications history, and any notes before deciding.
3
Qualify or disqualify
Click Qualify to mark the lead as sales-ready, or Disqualify with a reason if it’s not a fit.
Convert a lead to a deal
When a qualified lead is ready to move forward, convert it to a contact and a deal in your pipeline.1
Open the qualified lead
Navigate to Sales → Leads and open the lead.
2
Click Convert
Click Convert Lead. Novala creates a contact record (or links to an existing one) and opens the new deal form.
3
Set deal details
Confirm the deal name, value, pipeline stage, and assigned rep. Click Save to create the deal.
Escalation and SLA
Leads that aren’t contacted within a set timeframe can be automatically escalated. Escalation rules specify how long a lead can remain uncontacted before it’s flagged and optionally reassigned to another rep. Configure escalation rules in Settings → Leads → Escalation Rules. You need the Manage Escalation Rules permission.Pipeline
How the pipeline works
The Pipeline view shows your deals as cards on a Kanban board, organized by stage. You can drag deals between stages, filter by owner or value, and get a summary of what’s in each stage at a glance.Create a deal
1
Go to Pipeline
Navigate to Sales → Pipeline.
2
Add a deal
Click New Deal (or the + button on any stage column). Fill in the deal name, associated company and contact, expected value, and close date.
3
Assign and save
Set the assigned sales rep and click Save. The deal appears on the board in the selected stage.
Move a deal through stages
Drag a deal card to a new column to move it to the next stage. Novala automatically logs a stage-change activity on the deal timeline. Quote events also update the pipeline automatically:Quote sent
Novala logs an activity on the deal when a quote is sent to the customer.
Quote accepted
The deal is automatically closed as won and the activity is logged.
Quote declined
An activity is logged on the deal so you have a full record of the interaction.
Log an activity
You can manually log calls, emails, meetings, and notes directly on a deal to keep the timeline up to date.1
Open the deal
Click any deal card to open the detail view.
2
Add an activity
Click Log Activity, choose the activity type, add your notes, and save.
Close a deal
1
Open the deal
Click the deal card to open it.
2
Mark as closed
Click Close Deal, then select Won or Lost. For lost deals, enter a reason.