A lead is deliberately lightweight: a party, where it came from (the source — a list your company owns, seeded with Referral, Website, Walk-in, Campaign, Store order and Other), an owner, and a note of what they are interested in. Leads carry no value and no stage, and they never appear inside a pipeline.
If the conversation opened under a campaign, say so on the lead: the Campaign picker names a campaign from your register. That one recorded fact then travels with the work — qualifying carries it onto the opportunity, and converting the opportunity stamps it onto the quote or the first donation it opens, so the campaign's association figures (§3.9) can count the result. Nothing in that chain is inferred: a lead with no campaign picked stays campaign-less all the way through.
A lead has two exits, both on its record:
- Qualify — the conversation is real. Choose a pipeline, give the opportunity a title and (if you know it) a value and expected close date. The value carries a currency — your functional currency is preselected; pick another when the opportunity is denominated in it, and the value's prefix follows your pick. An opportunity opens at the pipeline's first stage, and the lead is marked qualified with the link recorded.
- Disqualify — it is going nowhere. Pick a reason (Not a fit, Duplicate, No response, Spam, Other — again, your company's own list) and the lead closes with the reason kept.