SigzenERP - From Leads to Customers – Simplify Your Process!

Welcome to the Sigzen ERP Tutorial on Managing the CRM Cycle in ERPNext! This video is designed for both beginners and experienced users looking to streamline their CRM processes within ERPNext. Follow along as we guide you through the complete process of managing leads, opportunities, and customers, helping you optimize your customer relationship management efforts.

In This Tutorial, You'll Learn:

Navigating to Lead List:
Learn how to access the Lead List and create new leads by entering key details such as contact information, organization details, and lead status.

Managing Lead Status:
Understand how to categorize and update lead status, including options like Open, Replied, Opportunity, and more, to track your sales progress effectively.

Creating Opportunities:
Discover the steps to generate an Opportunity from a lead, update statuses, and include product or service details for seamless opportunity management.

Converting Leads into Customers:
Learn how to convert a lead into a customer, enter essential details for different customer types, and save them in your ERPNext database.

Generating Additional Documents:
Explore how to generate documents like Supplier Quotations, Requests for Quotation, or Sales Quotations, streamlining your sales workflow.