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brotherton-erpnext/erpnext/docs/user/videos/learn/lead-to-quotation.md
Umair Sayyed 024896d806 updated erpnext-learn pages
2017-03-17 12:55:01 +05:30

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Customer Relationship Management (CRM)

Duration: 3:29

This video walks you through creating Lead in the CRM module. You can convert Lead into Opportunity, one which has good probability of conversion. When customer ask for the Quotation, you can fetch Lead and item details from Opportunity to Quotation.