47 lines
1.9 KiB
Markdown
47 lines
1.9 KiB
Markdown
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To get the customer through the door, you may be doing all or any of the
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following:
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* Listing your product on directories.
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* Maintaining an updated and searchable website.
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* Meeting people at trade events.
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* Advertising your product or services.
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When you send out the word that you are around and have something valuable to
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offer, people will come in to check out your product. These are your Leads.
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They are called Leads because they may lead you to a sale. Sales people
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usually work on leads by calling them, building a relationship and sending
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information about their products or services. It is important to track all
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this conversation to enable another person who may have to follow-up on that
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contact. The new person is then able to know the history of that particular
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Lead.
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To create a Lead, go to:
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> Selling > Lead > New Lead
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<img class="screenshot" alt="Lead" src="/assets/manual_erpnext_com/img/crm/lead.png">
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ERPNext gives you a lot of options you may want to store about your Leads. For
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example what is the source, how likely are they to give you business etc. If
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you have a healthy number of leads, this information will help you prioritize
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who you want to work with.
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> **Tip:** ERPNext makes it easy to follow-up on leads by updating the “Next
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Contact” details. This will add a new event in the Calendar for the User who
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has to contact the lead next.
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### Difference between Lead, Contact and Customer
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The difference is that a Lead is a potential Customer, someone who can give
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you business. A Customer is an organization or individual who has given you
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business before (and has an Account in your system). A Contact is a person who
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belongs to the Customer.
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A Lead can be converted to a Customer by clicking on the “Create Customer”
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button. Once the Customer is created, the Lead becomes “Converted” and any
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further Opportunities from the same source can be created against the
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Customer.
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{next}
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