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Leads

A lead is a potential customer you are establishing a business Opportunity with. Leads can be "Individuals" or "Companies".

  • If your lead is a "Company", you may want to specify contacts for the lead.
  • In the "Advanced" section of your lead, you can specify default sales tax, payment terms, and price group which will be used if you want to send a Quote or even after when your lead will be converted to a customer.

As soon as you create a New Sales Order or a New Invoice (also from conversion of a Quote) for your lead, the lead is automatically transformed into a customer.

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Lead Contacts

When you create opportunities for your leads, you can specify the contact that particular opportunity pertains to.

Tip:

Click the "New Contact" button inside the Lead to add for the selected contact. Click "Details" to fully register all contact related information:

 

Please note that you can manually set the staus "Lead" or Customer" on top of the creation wizard:

 

 

 

How can I change the lead into a customer?

Leads are automatically transformed into customers as soon as you create any kind of sales document and select a lead as the customer to bill.

For example: you created a quote to a lead and converted the quote into a sales order or invoice.

You can also manually change the status of course. Select your lead in opportunities - leads and click the pencil to edit, then on top right side change the status from “lead” to “customer” and validate with DONE.

 

 

account/search/lead

 

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