67 lines
3.2 KiB
Markdown
67 lines
3.2 KiB
Markdown
# Lead
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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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---
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Leads are the entities constituting a first contact. Leads can be created by a system users or by a web-user. When a lead is created minimal info (name,email) is entered and the lead is (default) linked to the active system user, the owner of the lead A user configurable drop list is used to classify Status of the lead (Open, Replied etc)
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To create a Lead, go to:
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> CRM > Lead > New Lead
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<img class="screenshot" alt="Lead" src="{{docs_base_url}}/assets/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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A Lead is a potential Customer, someone who can give you business. A Customer is an
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organization or individual who has given you business before (and has an Account
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in your system). A Contact is a person who belongs to the Customer.
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A Lead can sometimes be an organization you are trying to make a deal with. In this case you can select "Lead is an Organization" and add as many contacts within this organization as you want.
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It is useful if you are establishing a relationship with several people within the same organization.
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A Lead can be converted to a Customer by selecting “Customer” from the **Make**
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dropdown. 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 this
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Customer.
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<img class="screenshot" alt="Create Customer" src="{{docs_base_url}}/assets/img/crm/lead-to-customer.gif">
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---
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### Creation via Portal
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If a someone creates an account through the website interface is Lead is automatically created, status is Open and the Owner is the webuser.
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After registration the webform Addresses is called, where the web user can enter address information.The address is linked to the lead using the **Lead Name-Address Type** as ID.
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If using the Cart functionality, items are ordered the Lead is Converted and a Customer is created using the Web-User Name. Because a Customer can only be linked to a webuser using the (foreign) ID in Contact, such contact has to be created as well.
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{next}
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