Leads And Customers
How Tempr handles inbound leads, qualification, follow-up, and conversion into customer records.
The lead workflow is where most sales-side users first touch Tempr.
Lead Portal
Open /leads to work the lead queue.
Depending on your permissions, you may see:
- only leads assigned to you
- all leads across the team
- assignment controls for consultant ownership
- comment and follow-up actions
Standard Lead Lifecycle
1. Receive
A lead enters Tempr from a web intake, internal form, or another upstream source.
2. Assign
A lead can be assigned to a consultant or sales owner. Assignment matters because ownership is used throughout Tempr for reporting, routing, and follow-up.
3. Qualify
Qualified leads usually create or enrich:
- a customer record
- consultant ownership
- downstream project work
4. Follow up or disqualify
Leads that are not ready can be parked for follow-up on a specific date. Leads that are not viable can be marked unqualified with a reason code.
Common Actions In The Lead Queue
| Action | When to use it |
|---|---|
| Assign consultant | The lead needs a clear owner. |
| Mark qualified | The opportunity is real and should move into customer or project work. |
| Schedule follow-up | The lead is not lost, but the next action belongs on a later date. |
| Mark unqualified | The lead should leave the active sales pipeline. |
| Add comments | Another user needs context before the next handoff. |
Customer Records
Once a lead becomes a customer, the customer record becomes the long-lived account anchor for:
- contact information
- address and billing details
- consultant ownership
- projects
- payments and communication
- external sync behavior such as QuickBooks and telephony matching
Ownership Notes
- customer ownership is tied to
consultant_id - customer records can remain valid even if a consultant is later removed
- duplicate checking matters before qualification so Tempr does not create fragmented customer history
Best Practices
- assign a real owner before expecting follow-up accountability
- keep customer contact data clean, especially phone and email
- use comments when a lead changes hands
- qualify only after checking for duplicate customers or overlapping open work
Customer phone data is reused outside sales. Telephony matching, outbound follow-up, and active call context all depend on phone numbers being stored consistently.