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Documentation · Sales

Leads

Record enquiries with items and prices, and log every follow-up.

Updated

Before you start

  • Create the customer account and the items first.

Create a lead

  1. Open Leads and choose to create a lead.
  2. Select the customer and enter the date, expected purchase date and any reference or comments.
  3. Add the items, quantities, prices, tax and discounts.
  4. Save, then reopen the lead to check it.

Result: The lead appears in the list, ready for follow-ups. A lead is not an invoice and does not move stock.

Record a follow-up

  1. Open the lead.
  2. Choose the follow-up action, enter what happened and the next step, and save.

Close or cancel a lead

  1. Open the lead and choose close or cancel, depending on the outcome.

Screenshots coming: Screenshots for this topic are being prepared from a demo company.

See this workflow in AYBN ERP

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