> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/customers/adding-customers-leads-and-customer-groups/customer-leads.md).
# Customer Leads
Leads in Supply’d help you capture potential customers, keep track of new opportunities, and ensure enquiries are managed consistently from initial contact through to conversion.
**Customer Leads** allow you to capture and manage potential customers before they become active customers in Supply’d ERP. Leads provide a central place to record key contact and business information, track potential opportunities, and manage the progression from initial enquiry through to customer conversion.
{% hint style="success" %}
Here’s how **Leads** are used and managed in Supply’d:
* **What is a Lead?**\
A Lead represents a potential customer who has expressed interest but hasn’t yet placed an order or been fully onboarded.
* **Purpose:**\
Leads help your sales teams keep track of prospects, follow up with them, and nurture relationships until they become active customers.
* **Managing Leads in Supply’d:**
* You can add new leads manually in the system by entering their contact info and details.
* Leads appear in the **Leads** tab under **Customers** for easy tracking.
* You can update lead status, add notes, and record communications.
* When a lead becomes a confirmed customer (eg. after their first order), you can convert or move their record into the active **Customers** list.
* **Benefits:**
* Keeps your sales pipeline organised.
* Helps ensure no potential customer is overlooked.
* Streamlines communication and follow-up.
* Provides insights into customer acquisition and sales progress.
{% endhint %}
This document explains how to create, manage, and use **Customer Leads** effectively.
* [#the-customer-leads-page](#the-customer-leads-page "mention")
* [#adding-a-lead](#adding-a-lead "mention")
* [#converting-a-lead-to-a-customer](#converting-a-lead-to-a-customer "mention")
* [#removing-a-lead](#removing-a-lead "mention")
***
## The Customer Leads Page
To view the **Customer Leads** page, select **Customers** from the main menu, then select the **Leads** tab to view a list of leads you have previously added or to add a new one.
Selecting a **Lead** from the list will display the lead’s details and allow you to add or update relevant information, as described in the [Adding a Customer](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/adding-a-customer.md) document.
***
## Adding a Lead
{% stepper %}
{% step %}
#### Go to the Customers Leads Page
Select **Customers** from the main menu. The **Customers** page will open, displaying a list of all your customers.
Select the **Leads** tab to view any leads you have previously created.
***
{% endstep %}
{% step %}
#### Click Add +
To add a new lead, click the **Add +** button in the top right corner.
The **Add Lead** form will open.
Compete the **Company Details**, any **Custom Fields**, **Address,** **Contact** and **Settings** sections as follows:
***
{% endstep %}
{% step %}
#### Company Details
**Company Name\* \[required field]**
Enter the trading name of your customer's business.
{% hint style="success" %}
If while typing, the system finds a match in Supply'd, it will automatically suggest connecting to that customer instead of creating a custom one.
👉 See [Connecting with a Supply'd Customer](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/connecting-with-a-supplyd-customer.md) for full details.
{% endhint %}
**Company Logo**
Upload the customer's company logo. It is recommended to use a PNG image with a transparent background. Square images work best if available at least 500px wide. Wider images can be used as well. JPG images are also accepted.
**ABN**
Add the customer's company ABN.
**Legal Name**
Enter the company's official registered name as recorded with the relevant government authority (for example, ASIC in Australia). It is the name used on legal documents, contracts, tax records, and invoices, and may differ from the company's trading or business name.
**Groups**
Select any customer **Groups** you would like to assign to this customer.
👉 See [Customer Groups](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/customer-groups.md) document for more information.
**Account Number**
Enter an optional account number for this customer.
**Website**
Enter the customer's company/business website address. If they don't have a website you can use a Facebook or Instagram URL.
***
{% endstep %}
{% step %}
#### Custom Fields
Complete any custom field data for this customer.
{% hint style="success" %}
**Custom Fields** are extra fields you can create in [Customer Settings](/supplyd-erp/settings/customer-settings.md) to store extra information that isn’t included by default, so you can track details that matter to your business.
👉 See Customer > [Customer Settings](/supplyd-erp/settings/customer-settings.md#custom-fields) for information on adding these.
{% endhint %}
***
{% endstep %}
{% step %}
#### Address
The customer's address details.
**Billing Address**
Enter the customer's street address for billing.
**Billing Suburb**
Enter the customer's suburb for billing.
**Billing State/Province**
Enter the customer's state for billing.
**Billing Postcode**
Enter the customer's postcode for billing.
**Billing Country**
Select the customer's country for billing.
***
{% endstep %}
{% step %}
#### Contact
The primary contact details for the customer.
**First Name**
Enter the first name of a representative/contact for the customer's business/company.
**Last Name**
Add the last name/surname of a representative/contact for the customer's business/company.
**Role/Department**
Enter the contact’s role or department (eg. Store Manager, Accounts).
**Email**
Enter a contact email for the customer.
**Mobile**
Add a contact mobile phone number for the customer.
**Phone**
Add a contact phone number for the customer.
***
{% endstep %}
{% step %}
#### Settings
Additional settings for the customer.
**Order Minimums**
Specify the minimum order this customer must place.
* **Use Default:** Applies the default minimum order settings configured for the business. No customer-specific minimums will be enforced.
* **Minimum Spend:** Requires the customer to meet a specified minimum order value before they can place an order.
* **Minimum Carton Qty:** Requires the customer to order at least the specified number of cartons before they can place an order.
**Payment Terms**
This defines the payment terms applied to the customer’s invoices. Leave blank to use the default terms set in your [Supplier Settings](/supplyd-erp/settings/supplier-settings.md).
Enter the number of days and then select one of the following:
* **Days:** The number of days after the invoice date that payment is due.
* **Days EOM:** Payment is due a set number of days after the **EOM (end of the month)** in which the invoice was issued.
* **Days EOW:** Payment is due a set number of days after the **EOW (end of the week)** in which the invoice was issued.
* **Pre-paid:** The payment must be made in advance, before the goods are delivered.
**When To Generate Invoices**
Select when to generate invoices for this customer's sales orders:
* **Manually:** You explicitly generated invoices for these orders.
* **When Shipped:** Invoices will be generated for each Sales Order when they're shipped.
* **Daily:** A consolidated invoice will be generated for this customer's shipped orders at the end of each day.
* **Weekly:** A consolidated invoice will be generated for this customer's shipped orders at the end of each week.
{% hint style="info" %}
To select the specific day of the week when invoices should be generated, go to [Sales Settings](/supplyd-erp/settings/sales-settings.md) **→** [Sales Settings](/supplyd-erp/settings/sales-settings.md#invoice-settings).
{% endhint %}
* **Monthly:** A consolidated invoice will be generated for this customer's shipped orders at the end of each month.
**Credit Limit**
Enter the maximum amount this customer can have on unpaid invoices. Leave blank to not apply a credit limit.
{% hint style="info" %}
The credit limit can function on its own or alongside **Credit Hold**, which is managed under [Customer Settings](/supplyd-erp/settings/customer-settings.md).
{% endhint %}
**Sales Rep**
Select a sales representative to assign to this customer.
**Sales Rep Can Call**
Select the products that the sales representative is authorised to sell to this customer.
* **All Products:** A sales rep can create orders for any product that is set to sell, or allocated, to this customer.
* **Only Items In Pantry List:** A sales rep can create orders only with products from this customers pantry list.
**Shipping Zones**
Set specific **Shipping Zones** that are allowed for this customer. Leave blank to not restrict zones.
👉 See the [Shipping Settings](/supplyd-erp/settings/shipping-settings.md) document for more information about zones.
**Notes**
Add any internal notes about this customer. These are for internal use only and are not visible to the customer.
***
{% endstep %}
{% step %}
#### Save
Click to save all the customer's details.
The new customer lead will show in the **Customers** list under the **Leads** tab.
{% endstep %}
{% endstepper %}
***
{% hint style="success" %}
Once a lead is added, you can manage it just like a customer. This includes logging all communications, adding detailed notes, updating contact and other information, and tracking any interactions or follow-ups. Managing leads this way helps ensure no opportunity is missed and keeps your sales process organised and efficient.
{% endhint %}
***
## Converting a Lead to a Customer
When a lead is ready, they can be quickly and easily converted into a customer.
{% stepper %}
{% step %}
Select the lead you would like to convert.
{% endstep %}
{% step %}
Click on the 3 dots in the top right corner and select **Actions** then **Convert to Customer** from the menu.
{% endstep %}
{% step %}
Click to confirm.
{% endstep %}
{% endstepper %}
The customer will be moved from the **Leads** list to the **Customers** list under the **Customers** tab. You can then add any additional details as required, following the guidelines for [Adding a Customer](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/adding-a-customer.md).
***
## Removing a Lead
To remove a lead:
{% stepper %}
{% step %}
Select the lead you would like to remove
{% endstep %}
{% step %}
Click on the 3 dots in the top right corner and select **Remove Lead**. You will be asked to confirm.
{% endstep %}
{% endstepper %}
---
# Agent Instructions
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## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://help.supplyd.co/supplyd-erp/customers/adding-customers-leads-and-customer-groups/customer-leads.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
to save all the customer's details.
The new customer lead will show in the **Customers** list under the **Leads** tab.
to confirm.
