In Frappe CRM, a Lead represents a potential customer who has shown some level of interest in your products or services. These leads can be generated through various channels, including:

  • Website inquiries (contact forms, live chat)

  • Referrals from existing customers

  • Networking events and conferences

  • Paid marketing campaigns (social media ads, search engine ads)

Capturing Lead data

The Lead page in Frappe CRM serves as a central hub for capturing and managing all your potential customer information. This is where you'll gather the initial details about an interested party, such as:

  • Name and contact information (email, phone)

  • Company information (if applicable)

  • How they heard about you (lead source)

  • Specific interests or needs (products/services)

Important Note: The Lead page focuses solely on capturing this initial data. It doesn't automatically create Contacts or Organizations within Frappe CRM.

Converting Leads to Deals

Once you've collected enough information and qualified the Lead (determined their potential for conversion), you can seamlessly move them further down the sales funnel by converting them into a Deal.

During the conversion process, you will receive an option to:

  • Create new Contact and Organization records based on the details captured in the Lead.

  • Select existing Contact and Organization records if they already exist in your CRM.

By converting qualified Leads into Deals, you can initiate the sales process and track your progress towards closing the deal.

Additional tips

  • Use clear and concise labels for each data field on the Lead page.

  • Consider customizing the Lead page to capture information specific to your sales process.

  • Leverage features like lead scoring to prioritize your efforts and focus on the most promising leads.

On this page