Capture
Leads store a name, company, phone, source, and amount.
Questions
Is CRM the same screen as shop billing?
No. CRM is its own signed-in desk. Billing, stock, and clinic work stay in the operations workspace. A configured conversion can create a shop customer, a school inquiry, or a field-force record from a lead.
What does a lead store?
A lead has a title, contact or company, phone, email, source, pipeline stage, owner, priority, and an optional amount in INR. Tasks and a timeline sit on that record.
Does winning a lead create an invoice?
Not by itself. Collections and GST invoices are created in the billing workspace after the customer exists there.