Lead is a term used in Frappe Books for any potential customer or client who
has shown interest in the products or services offered.
Lead Status
A Lead can have various statuses based on the stage of engagement:
| Status | Description |
|---|---|
| Open | Newly created and yet to be engaged. |
| Replied | Replied to initial engagement. |
| Interested | Shown interest in the product or service. |
| Opportunity | Opportunity for business. |
| Converted | Converted to a Customer or client. |
| Quotation | To sent a Quotation. |
| Do not Contact | Marked as not to be contacted. |
Note: Ensure to update the status of the Lead appropriately as it progresses through
different stages.
Lead Fields
- Name: The full name of the Lead. This is a required field to uniquely
identify each Lead. - Status: The current status of the Lead. It indicates the stage of
engagement with the Lead and it will be updated automatically based on your
actions against the lead. - Email: The email address of the Lead. This is used for communication and
may be displayed when printing invoices or other documents. - Mobile: The mobile phone number of the Lead. This is used for quick
contact and may also be displayed when printing invoices or other documents. - Address: The physical address associated with the Lead. This can include
street, city, state, and postal code, and is useful for sending physical
correspondence or deliveries.
Actions
The Lead Quick Edit Form includes actions to create associated documents like
Customer or Sales Quote.
Create Customer
- Converts the Lead into a Customer, retaining all relevant information.
- Sets the status of the Lead to Converted.
Create Sales Quote
- Creates a Sales Quote against the Lead.
- Links the Sales Quote to the Lead as a reference.
Last updated 6 months ago
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