Novala’s sales features span two connected modules: Leads and Pipeline. Leads is where new opportunities enter — captured from web forms, conversations, or manual entry — and the Pipeline is where qualified opportunities live as deals moving through stages toward close. This page covers both.Documentation Index
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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
Create a new lead
Click New Lead and fill in the contact information, source, and any notes. The lead is scored automatically when saved.
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
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.Click Convert
Click Convert Lead. Novala creates a contact record (or links to an existing one) and opens the new deal form.
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
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.
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.