CRM - Lead Creation

Executed by

Marketing Executive

Processes trigerred from

New Lead Management "(Variant)""

Lead creation through SIS Website: Navigation: Home> SIS Website

OR

Manual Lead Creation: Navigation: Home > CRM > Lead > Add Lead in ERPNext.

Steps

Lead creation through SIS Website:

  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

  1. Save.
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