Lead

A Lead represents a potential customer who has shown interest in your products or services. Leads help track early interactions before converting them into deals or customers.

To access Leads:

Login → Desktop → Frappe CRM → Leads

Create Lead

To create a new lead in Frappe CRM:

1. Go to Frappe CRM → Leads.
2. Click Create in the top-right corner.
3. In the Create Lead dialog, enter the required details:
   • First Name (mandatory)
   • Last Name
   • Email
   • Mobile No
4. Optionally, provide additional information:
   • Organization
   • Website
   • Industry
   • No. of Employees
   • Annual Revenue
   • Territory
5. Set the Status (for example, New).
6. Assign a Lead Owner.
7. Click Create to save the lead.