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Automate Lead Creation

Leads come from many different sources. It is important that all leads are recorded, assigned to sales executives and followed up.

Create Leads From Emails#

You may have an email address like 'sales@yourcompany.com' which is probably displayed on your website. People may send emails asking information about your products and services. You can enable Email Account to pull these emails and create a lead for each email.

Create Leads From Webforms#

You can also map the Lead form to a Web Form and publish it on your website. When visitors of your website fill the form, it will be automatically added as a Lead.

Create Leads From Incomplete Orders in E-Commerce Module#

You can publish an e-commerce website and allow users to place an order for your products. If a user selects items but doesn't complete the process you can pursue that user as a lead.

Create Leads By Importing Spreadsheet#

If you have a spreadsheet with details of the leads, you can use the Data Import feature to import the leads.

Adapted for EnigmaERP from the ERPNext documentation, © Frappe Technologies Pvt. Ltd. Content licensed under CC-BY-SA 3.0. EnigmaERP is a product of Enigma and is not affiliated with or endorsed by Frappe Technologies Pvt. Ltd.