I have been looking at creating a custom web form to inject a lead from our WordPress site using an iframe plugin so i don’t have to pass it from WordPress using the api.
After reading the doc i am not sure what doc type and module i should choose to have the contact in the correct workflow so that we can get the info in ERPNext then interact with them with an ultimate goal of making them a customer.
W currently selected lead for doc type and selling module but it doesn’t look like its right and help would be great?
proper web form configuration for lead or opportunity