---
title: "Lead Management"
space: "Wiki"
url: "https://erp.qsarthi.com/wiki/lead-management"
updated: "2026-07-02"
---

<p><strong>Lead: </strong>As soon as you come to know someone who could buy our products/Services. Please create Lead and must enter phone# and rest of details.</p> <ul> <li>if more than one contact ,Must Add all contacts using &ldquo;New contact&rdquo; button on Lead.</li> <li>Also try to get school website and email address to enter those as well.</li> </ul> <p>Lead will then we followed up and called/mailed to qualify lead. All Interactions are tracked under &quot;Activity Updates&quot; *. <strong>Create new Notes for each interaction including Calls, Demo and updates. Update even when call is not picked.</strong></p> <ul> <li>If Customer is interested in our offering move status to : <strong>Interested</strong> and plan Samples (Soft ) and Demo</li> <li>If Customer is not interested in our offering move status to : <strong>Do Not Contact&nbsp;</strong>and Record Reason in &quot;<strong>DNC Reason</strong>&quot; field</li> <li>If Customer yet to decide or not yet responding move status to : <strong>Open</strong></li> <li>Once Customer is fine with Samples/Demo ,send him quotation. Create Quotation with one quantity each and send to customer and move status to : <strong>Quotation</strong></li> <li>If customer is fine to go ahead, Create a <strong>Sales Order</strong> from Quotation and Send Sales order to customer for acknowledgment</li> <li>If Customer doesn&apos;t like cost , he may go though multiple price negotiations. Post that also if he still doesn&apos;t want to buy move status to : <strong>Quotation Lost&nbsp;</strong>and Record Reason in &quot;<strong>Lost Reason</strong>&quot; field.</li> </ul> <p>During Customer interactions , try to find which <strong>Products , Services ,Class and Exams </strong>customer is interested and Income Segment and fill those in Lead</p> <p>During interactions based on customer interest set <strong>Customer Rating</strong> as follows:</p> <ul> <li>No star or 1: customer is not interested. Or No target student</li> <li>2: Customer is little interested and may need lots of time to convert</li> <li>3: Customer has potential target and may be interested if pushed</li> <li>4: Customer is interested and agreed to buy but follow up is needed</li> <li>5*: Large customer or group .It is large customer and potential revenue is over 10L and very interested</li> </ul>