CRM - Lead Creation

Executed by

Marketing Executive

Processes trigerred from

New Lead Management "(Variant)""

Navigation

Lead creation through Web Form: Navigation: Home> Website > Web Form > Web Form List

OR

Manual Lead Creation: Navigation: Home > CRM > Sales Pipeline > Lead in ERPNext.

Steps

Lead creation through Web Form:

1. Go to SIS Website
2. Open the form & fill all details
3. Submit.

Manual Lead Creation:

1. Click on New Lead

2. Fill the lead form with all necessary details

3. Save.