Lead is potential customer,someone who can give you
business.
Follow these steps to create New Lead in ERPNext
1)Goto CRM->Documents->Lead->New
In the Above figure you can see, How Lead form looks
2)In the Lead form you can add details about Lead ie
Person Name-Lead Name
Organization Name-The organization which lead belongs to
Source-How he got to know about your company like by
Advertisement,Blogspot,Call,Website
Status-Status of the lead ie the person is interested/seeing
opportunity
Lead Owner-Who is lead owner
Next Contact By-Person who is contacting to lead next time
Next Contact Date-On which date and time person is
contacting to lead
Address & Contact-Here you can add lead address,Mobile
No,website etc
More Info-Here you can choose Lead Type,Market
Segment,Request Type etc
In the above figure you can see how we entered lead
information
3)After entering all information Save the form
In the above figure you can see,When Lead is converted into
Customer you can create customer from lead by clicking Create Customer in the
right side of lead form. You can also create Opportunity and Quotation from
Lead.
Note:
When Customer created from Lead then Lead status will become
Converted.
No comments:
Post a Comment