A lead is someone who might be interested in buying your products or services. You can try to attract potential customers by listing your products on directories, keeping your website updated and searchable, meeting people at trade events, or advertising. When people are interested, they become your leads. Salespeople usually contact leads by calling them, building a relationship, and sending information about products or services. It's important to keep track of these conversations so that other team members can follow up later and know the history of the lead.

1. Pre-requisite

No Pre-requisite required

2. How to Create a Lead

To create a new lead go to

Sales > CRM > Lead

Status is the important field in the Lead. You can set the status manually and also it will be updated automatically based on your actions against the lead.

• Lead: This is the default status assigned when a Lead is created and it indicates an action is needed against this Lead.
• Open: Sales executive needs to contact the Lead.
• Replied: A sales executive has provided the information needed and response from Lead is awaited.
• Opportunity: If an Opportunity is created against the Lead, the status is set to Opportunity. It indicates that the Lead is qualified and may lead to sales.
• Quotation: If a quotation is created against a Lead, then the status is set to Quotation.
• Lost Quotation: If the quotation given to the lead has been marked as lost, then the status is set to 'Lost Quotation'.
• Interested: The lead is interested in the products or services.
• Converted: If the quotation given to the Lead has resulted in confirmation of an order and if the Sales Order has been created against the quotation, then the status is set to Converted.
• Do Not Contact: Lead is not interested and no further communication is needed.

The 'Notes' section can be used to keep a record of the conversation. Additional information like Lead Type, Market Segment, and Industry can be added to the 'More Information' section. This data will help you to prioritize leads to pursue. To assign the Lead to a user, use the 'Assign' button on the left bar. You can also attach files and images by clicking on the 'Attach File' button.

3. Features

3.1 Reminders to Follow Up on the Leads

To strengthen your connection with potential customers, it's crucial to keep in touch with them regularly. To help with this, you can specify the date and the person who will contact them next, and a notification will be sent on that day. This can be done by filling in the 'Next Contact Date' and 'Next Contact By' fields, which will create a calendar event for the selected user.

3.2 Adding Multiple Contacts and Addresses

In a Business-to-Business (B2B) setting, to close a sales deal, you may need to reach out to several people who work for the potential customer's company. You can add the information of all these people in the same Lead. After saving the Lead, you can add their Contact details by clicking the 'New Contact' button. Similarly, you can add their Address details by clicking the 'New Address' button.

3.3 Recording Comments, Emails and Events

• Comments: You can write your comment in 'Add a comment' box and click on 'Comment'.
• Emails: You can send an email to the lead by clicking on the 'New Email' button and when the lead responds to your email, it will be appended to your email creating an email thread.
• Events: You can also records the Meetings, Calls etc you have had with the Lead by clicking on 'New Event'

3.4 Creating Opportunity, Customer and Quotation

You can create an Opportunity, Customer or a Quotation from the Create dropdown. Relevant field values will be copied over.

3.5 Auto-assigning the Leads to Sales Executives

You can define Assignment Rules to automatically assign the leads to sales executives.

4. Adding Custom Fields

You may need to add custom fields to capture additional details as per your needs.

You can customize the Lead DocType using Customize Form tool.