> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.eazyjewel.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.eazyjewel.com/_mcp/server.

# Leads

> Note down enquiries from WhatsApp, Instagram, phone calls and more, and follow them up.

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](/_fern-files/_img/a0837fd2aa702141664210e9e768fe79124b01b65d8b92ae67f247976b718811.webp)

## Create a lead

![Create Lead](/_fern-files/_img/7368ee1f76285ff74ed7a2b74d4e1c199b308214037193e149e9ab5474c031c7.webp)

| Field                        | What to enter                | Example             |
| ---------------------------- | ---------------------------- | ------------------- |
| Name \*                      | Their name                   | Lakshmi R           |
| Mobile \* / Alternate Mobile | Phone numbers                | 94431 56789         |
| Email / City                 |                              | Tirunelveli         |
| Source                       | Where they came from         | WhatsApp            |
| Interested In                | What they want               | Bridal necklace set |
| Assigned To                  | The staff who will follow up |                     |
| Next Follow-up               | When to call back            | 03-11-2026          |
| Notes                        | Anything to remember         |                     |

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

Click **Save**.

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