Leads

1. CRM

1.2 Leads

One of the most important modules in ERP system is CRM, Lead Mangement is the most important entity of CRM
User can add/delete and edit lead info from this screen as shown in figure 1.

figure 1

#	Field	Description
1	Series	Lead Series, is this manual numbering or automatic numbering
2	Serial	Lead serial number, shouldn’t be empty and should be unique
3	Title	Lead title, this field is mandatory
4	Lead Source	Lead coming source, shouldn’t be empty
5	Lead Status	Lead current status, shouldn’t be empty
6	Country	Lead country
7	Currency	Lead currency
8	Phone 1	Lead phone number 1
9	Phone 2	Lead phone number 2
10	Address Line 1L1	Lead address line 1 in language1
11	Address Line 1L2	Lead address line 1 in language2
12	Count	Lead count
13	Organization	Lead organization name, this mandatory field also
14	Website Url	Lead website link
15	Email	Lead email address
16	Facebook Url	Lead facebook profile link
17	Twitter Url	Lead twitter account link
18	Skype Id	Lead Skype Id

from this screen you can add contacts, calls, meetings, reminders, addresses and, attachments to lead.