Manage Lead

Introduction

In Reluna platform, a Lead represents a potential client. The lead creation process ensures that all key details about an individual or organization are captured in a structured way before progressing into account creation.

Before creating a Lead, ensure that the Company is already created in the platform.

Learn here on how to create a company.

Key Terminologies

Term (A-Z)	Definition
Account	A finalized and qualified record of a client created after lead screening.
Company	The organization the lead is linked with. Must exist in platform before creating a lead.
Documents	Tab where scanned documents and uploaded files related to the lead are stored.
Lead	A record representing a potential client in platform.
Manager	The employee who created the lead in platform. Automatically assigned to the lead record.
Opportunity Type	Classification of the lead (IMA, EMA, BR, RTL - Internal Management Agreement/Retail). Selected during creation.
Status	Progress indicator showing the stage of the lead in platform.

👉 New to some terms? Check out our full Platform Glossary for more.

Permission Requirements

Name on Platform	Permission ID	Permission Level
Accounts	Accounts	View, Modify, Create, Delete
Leads (tab)	Leads	View, Modify, Create, Delete

Create a Lead

Go to Accounts module > Find Leads tab.
Click on + icon to create a new record.

A form opens. Here, provide the required information in each field, using the example below as a reference.

Detailed Fields Table Here:

Field Name	Definition / What to Fill In	Field Type	Validation / Rules
First Name	Enter the lead’s first/given name	Text	Mandatory
Last Name	Enter the lead’s surname/family name	Text	Mandatory
Date of Appearance	Platform-generated date when lead is created (can be modified)	Date Picker	Auto-filled with current date, editable
Birthday	Enter the lead’s date of birth	Date Picker	Mandatory, must be a valid past date
Email	Enter the lead’s valid email address	Text (Email format)	Must follow email format
Phone Number	Enter the lead’s phone number	Text & Dropdown for country code	Mandatory, must follow phone number format
Company	Select the company associated with the lead	Dropdown (from existing Companies in platform)	Company must already exist in platform
Passport Number	Enter passport number	Text	Optional, must follow passport format
Passport Country of Issuance	Select the country that issued the passport	Dropdown (Countries)	Optional, required if passport number is provided
National ID	Enter national ID number	Text	Optional
National ID Country of Issuance	Select the country that issued the ID	Dropdown (Countries)	Optional, required if national ID is provided
Citizenship	Select the citizenship of the lead	Dropdown (Countries)	Optional
Opportunity Type	Select lead type (IMA, EMA, BR, RTL)	Radio Button	IMA = Internal Asset Management EMA = External Asset Management BR = Brokerage RTL = Retail (individual)

Learn More Here on How to Create an Opportunity.

Click Save, creating a lead assigns it the status “Unqualified”.

Lead Status Workflow

After a Lead is created, it progresses through various statuses reflecting its stage in the workflow. The current status is shown at the top of the Lead card via a progress bar, with transitions triggered by the user or the platform.

Detailed Explanation of Each Status and its Transitions:

Lead Status	What It Means	Set By (Platform/User)	Next Possible Status / Transition
Unqualified	Lead has been created but is missing required information or not yet processed.	Platform	New – once the lead card is saved with initial details.
New	Lead has been created in the system and initial communication has started.	Platform	Working – when document collection or evaluation begins.
Working	Lead evaluation and document collection has started; the system/user is actively gathering info.	User (Mid Office)	World Check – once required information is ready for compliance verification. Suspended – if temporarily paused.
World Check	Lead is under compliance or verification checks, including required documents and background checks.	User (Compliance)	Ready to Qualify – if all checks pass. Working – if information is missing or corrections are needed.
Ready to Qualify	Lead has passed all verification checks and is ready for account creation suggestion.	Platform/User	Qualified – once account creation is done. Working – if additional information or corrections are required.
Qualified	Lead has been successfully converted and is ready to become an account/client.	Platform	End of lead workflow (Lead becomes an Account).
Suspended	Lead evaluation or verification process is temporarily paused.	User	Working – if the process is resumed. Lost– if permanently stopped.
Lost	Lead evaluation has been stopped permanently; the opportunity is closed.	User	End of lead workflow.

Manage Lead

Lead can be edited or deleted via the three-dot menu.

The platform displays the lead’s current status at the top with a progress bar.
A lead’s status may also be Lost or Suspended, if applicable.

Table Fields Explained Here:

Field Name	Definition
Lead Name	Full name of the lead, typically a combination of first and last name.
First Name	Lead’s first name.
Last Name	Lead’s last name.
Email	Lead’s email address.
Phone	Lead’s contact number.
Date of Appearance	Date when the lead was first added to the platform.
Date of Update	Date when the lead’s information was last updated.
Manager	ID of the manager assigned to the lead.
Status	Current status of the lead. Possible values: LOST NEW QUALIFIED READY_TO_QUALIFIED SUSPENDED UNQUALIFIED WORKING WORLD_CHECK Check here for more detailed information on Lead Statuses.

Once edits are complete, click Save & Next to advance the lead to the next status, or click Save to stay on the current status.

Manage Managers Tab

Detailed Tab Information Here:

Go to Managers tab.
Click + New to add or it automatically assigns to the lead record and the added manager will see the lead.

Select Manager and Role (choose from: SALES_MANAGER, COMPLIANCE, CLIENT_ADMINISTRATOR) from the dropdown.
Click Save to confirm or Cancel to undo the changes.

Manage Documents Tab

Detailed Tab Information Here:

In the Documents tab > Click + icon to add.

The following pop up appears. Choose/Drag the file and click Save.

The added Documents, appears on the list. You can add multiple documents to the lead.

Loose/Suspend the Lead Request

Detailed Information Here:

Suspend First (if applicable):

Click Loose or Suspend option in the corner.
Select Suspended tab and fill in details for Date of Suspended (*) and Comment (*) fields.
Then, click Save to confirm or Cancel to go back.

Once saved, the following change appears.

Mark as Lost (final closure):
- After Suspended, click on Lost tab and fill in details to add Comment (*).
- Then, click Save to confirm or Cancel to go back.

Once saved, the following change appears.

Reopen the Request (if needed)

You can reopen a closed request if required by selecting the appropriate option from the request status controls.

Convert Lead Into Account

After successful screening, the platform will suggest creating an Account.
- Click Create to confirm or Cancel to undo the changes.
- The status changes into Qualified post creation.

Now, find it under Accounts tab, in All Accounts.