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Dashboard
Today’s snapshot of your fire-safety business operations
Secure OustERP web access
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User
Role
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Create new lead
Capture the enquiry once – client details, potential and scope. Lead status will start as
New
.
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Client details
Client will be auto-matched or created in ERP by name & phone. Phone and email help avoid duplicates.
Client name
*
Phone
*
Email
Contact person
Assigned to
Select assignee
If left blank, lead stays with creator only.
Lead source
Select source
Email
Call
WhatsApp
PO reference
Expo / Event
Referral
Website
Other
Lead category (multiple)
Select categories
▾
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
Cancel
Save lead