---
title: "Lead"
space: "Books"
url: "https://docs.frappe.io/books/introduction"
updated: "2026-01-30"
---

_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

1. **Name**: The full name of the Lead. This is a required field to uniquely
   identify each Lead.
2. **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.
3. **Email**: The email address of the Lead. This is used for communication and
   may be displayed when printing invoices or other documents.
4. **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.
5. **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.

![Recent Actions Widget](https://raw.githubusercontent.com/frappe/books_docs/e0ff943f703b37f902f61a0424d1bc2b4cd81183/docs/entries/images/lead.png)

### 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.