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Priya Shrivastava
2013-07-19 14:55:45 +05:30
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docs/docs.user.selling.lead.md
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@@ -12,13 +12,13 @@ To get the customer through the door, you may be doing all or any of the followi
When you send out the word that you are around and have something valuable to offer, people will come in to check out your product. These are your Leads. When you send out the word that you are around and have something valuable to offer, people will come in to check out your product. These are your Leads.
They are called Leads because they may lead you to sale. Sales people usually work on leads by calling them, building a relationship and sending information about your products or services. It is important to track all this conversation so that in case another person has to follow-up that person knows the history of this Lead. They are called Leads because they may lead you to a sale. Sales people usually work on leads by calling them, building a relationship and sending information about their products or services. It is important to track all this conversation to enable another person who may have to follow-up on that contact. The new person is then able to know the history of that particular Lead.
To create a Lead, go to: To create a Lead, go to:
> Selling > Lead > New Lead > Selling > Lead > New Lead
ERPNext gives you a lot of options you may want to store about your Leads. For example what is the source, how likely are they to give you business etc. If you have a healthy number of leads, this information will help you prioritize who you want to work on. ERPNext gives you a lot of options you may want to store about your Leads. For example what is the source, how likely are they to give you business etc. If you have a healthy number of leads, this information will help you prioritize who you want to work with.
> **Tip:** ERPNext makes it easy to follow-up on leads by updating the “Next Contact” details. This will add a new event in the Calendar for the User who has to contact the lead next. > **Tip:** ERPNext makes it easy to follow-up on leads by updating the “Next Contact” details. This will add a new event in the Calendar for the User who has to contact the lead next.