OustERP – New Lead

Create new lead

Capture the enquiry once – client details, potential and scope. Lead status will start as New.

Client details

Client will be auto-matched or created in ERP by name & phone. Phone and email help avoid duplicates.

Client name *

Phone *

Contact person

Billing address

Shipping address

Assigned to

If left blank, lead stays with creator only.

Enquiry date *

Actual enquiry date (WhatsApp/Call/Email). Default = today.

Lead source

Lead category (multiple)

Select categories

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You can select multiple categories – AMC, project, audit, training, etc.

Potential value (₹)

Attach file (optional)

PDF, Excel, Word, image files up to 5 MB.

Notes / enquiry details