Lead is a future potential customer who has expressed an interest in your company products and has shared his contact information. This might be an individual or a company.
Lead directory gives you a good opportunity to collect and store the information about potential business partners before their status will be defined, e.g. will they be your customer, vendor or a partner of the other type. In this case, you may add a partner as a lead and later change his status.
The lead directory in CRM module is also dedicated to providing a quick access to the leads data and analytics on the Lead dashboard.
To go to the Lead
  1. On the Codejig ERP Main menu, click the CRM tab.
  2. Under the CRM tab, click Lead.


More information

Lead Dashboard
Create a New Lead
Lead: General Area
Lead: Tabs Section