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Leads

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A lead is a person who has asked about your jewellery but has not bought yet. For example, Lakshmi from Tirunelveli asks about bridal sets on WhatsApp.

Menu: Customers → Leads

Leads list

Create a lead

Create Lead

FieldWhat to enterExample
Name *Their nameLakshmi R
Mobile * / Alternate MobilePhone numbers94431 56789
Email / CityTirunelveli
SourceWhere they came fromWhatsApp
Interested InWhat they wantBridal necklace set
Assigned ToThe staff who will follow up
Next Follow-upWhen to call back03-11-2026
NotesAnything to remember

Sources: WhatsApp, Instagram, Facebook, Phone Enquiry, Website, Justdial, Referral.

Click Save.

Always set Next Follow-up. A quick call on the right day often turns an enquiry into a sale.