I’m moving my first steps with erpNext.
My situation in brief:
I have a wordpress webiste with my services, one for each page, with a contact form each.
The leads are generated by the contact form in the Worpress and then through API I add a Lead in my erpNext CRM.
I would like to gently ask some suggestions:
Contact form ask for Name, Phone, Location and a field with free request. Where to put this last field in the erpNext CRM? In the notes field inside CRM?
Often happens that a user on website submit two different contact form (e.g. He is interested in two different services).
How would you manage it in erpNext CRM? I mean if there is already a Lead showing interest for Service_1 how to also add the information about Service_2
Is right to add a Lead or the best thing is to add an Opportunity?
Thanks a lot for the help.