---
title: "About leads"
slug: "about-leads"
description: "Learn how to view leads and advance leads into opportunities in Zilliant CPQ."
updated: 2024-06-04T19:10:34Z
published: 2024-06-04T19:10:34Z
canonical: "docs.zilliant.com/about-leads"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# About leads

Leads are prospective customers and opportunities that help your company drive sales. Leads are generated from exhibitions, marketing promotions, and email campaigns. They also can be referred by existing customers.

In Zilliant CPQ, a lead document is associated with an account and (if available) a contact. A lead represents the [sales phase](/v1/docs/configure-opportunity-sales-phases) that precedes an opportunity.

## View lead documents

Leads do not require specific configuration.

To view the document from which a lead was generated:

1. From the application left navigation area, select **Administration**.
2. From **Master Data Management**, select **Sales Document Source**.
3. Select a document to view.

## View leads

1. From the application left navigation area, select **Opportunities**.
2. Select **All Leads** to view existing leads.

## Convert leads into opportunities

Convert leads into opportunities by advancing the sales phase from the first phase (reserved for leads) to the second phase. For more information about sales phases, read [Configure opportunity sales phases](/v1/docs/configure-opportunity-sales-phases).