Creating Leads in ERPNext
Creating Leads in ERPNext
In ERPNext, you can add potential customers or leads in the system prior to them committing for a sales purchase in your company. These leads can be sent with emails marketing materials as well as quotation if an opportunity arises. Furthermore, once this is converted, the record will be migrated from Lead to Customer in the system.
To create a lead:
5. Select the Status of the lead.
6. Click Save to apply the changes.
7. If the Lead was successfully converted into sales, then you can create a Customer record. On the upper right part of the Lead’s header, click ‘Create’ and select Customer.