CRM · Guide 266 of 624
Create and follow up a lead
A lead in RockifyERP is someone who might become a customer. Logging every enquiry means nobody falls through the cracks.
How to do it in RockifyERP
- Go to CRM › Lead and click + Add Lead.
- Enter the name, organisation, phone, email and Source.
- Save, then add comments after each call or visit.
- Use Assign To to hand the follow-up to a colleague with a date.
- When they’re ready, click Create and choose Opportunity, Quotation or Customer.
Tip: Update the lead’s status as it progresses so your pipeline report is accurate.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.