Leads vs Opportunities

Leads and Opportunities

Creating a Lead

1. Go to CRM > Leads → Create.
2. Subject – Describe the inquiry (e.g. "Website contact re: pricing").
3. Contact Name – Person who inquired.
4. Email / Phone – Contact info.
5. Company – If B2B. Quickenerp auto-creates or links a partner.
6. Source – Where the lead came from (Website, Referral, Event, Call).
7. Campaign – If using mass mailing/email marketing.
8. Description – Full inquiry details.

Note: the Leads menu is hidden by default. Enable it in CRM > Configuration > Settings > Leads if you want a separate unqualified-inbox step before opportunities; otherwise every new record goes straight into the pipeline as an opportunity.

Converting a Lead to Opportunity

1. Open the lead.
2. Click Convert to Opportunity.
3. You can:
• Merge with an existing customer.
• Create a new customer.
• Assign a salesperson and team.
4. Set Expected Revenue and Probability (%).
5. The lead becomes an opportunity in the pipeline.

Lead Deduplication

Quickenerp shows similar leads when you create one. Merge duplicates: select both leads → Action > Merge. Choose the master record; non-master data is discarded.

Lead Scoring & Automation

Enable Lead Scoring in Settings. Quickenerp auto-assigns a score based on lead source, email opens, website visits, and profile data. Create automated actions in Settings → Technical → Automated Actions to route high-scoring leads to specific teams.

Lead Enrichment

When a lead is created with just an email domain, Quickenerp can automatically enrich the record with company size, industry, and logo (IAP-based lookup). This helps qualify a lead before a salesperson even calls.