Import Leads from Excel

You can also import directly from excel

Leads Know the icons

Now let’s now move on to Leads tab. This is where each your lead will be displayed.You can filter
leads tele caller wise and see the status of each lead easily. Before going deep into let us first know
all the “Action” Items in the “Leads” Page

Step 1 : Click leads under leads tab
Step 2 : Click Action.

Postponed Leads

This particular action helps you to postpone leads with the postpone date, content and status with
the details of the customer.

Step 1 : Click Leads under leads tab
Step 2 : Click action button
Step 3 : Click postpone Lead
Step 4 : Fill the relevant details
Step 5 : Click save

Edit leads

Using this Edit lead option you can edit the lead with the necessary changes

Convert to Quote

Using this Convert to quote option you can convert your leads to quotes in just one click.

Step 1 : Click Lead under leads tab
Step 2 : Click convert to quote under Action button
Step 3 : Fill the relevant details
Step 4 : Click Save

Set reminder

This action helps you to Set Reminder with the postponed date, content and status with the details
of the customer

Step 1 : Click Lead under leads tab
Step 2 : Click Set reminder under Action button
Step 3 : Fill the relevant details
Step 4 : Click save

Export leads to excel

You can easily export all Leads to an Excel Sheet in one click

Step 1 : Click leads under leads tab
Step 2 : Click Export button

Adding Quotes

In this particular feature you can add a Quotes, you can directly add Quotes in 3 steps

Step 1 : Click Quotes under leads tab.
Step 2 : Click Add quotes.
Step 3 : Fill the Customer Name , Executive, Select product, Description, Qty,
units, price, discount, tax, incl tax, amount, Set Reminder.
Step 4 : Click save.
Step 5 : Click action button you can view, and convert to PDF, mail quote, print
quote,update quote, delete quote, convert as invoice, convert as proforma
invoice, convert as sales order, convert as job order.

Check all the reminders with ease

You can easily check all your reminders in a click.

Step 1 : Click reminders under leads tab
Step 2 : Click Action button Convert it to Set Reminder
FOS response, Edit remainder, Disqualify, Convert to quote, Convert to
sales order, Sms to customer.

Adding Booking Order

You can directly add new Booking order in this tab.

Step 1 : Click Booking order under leads tab
Step 2 : Click Add Booking order
Step 3 : Fill the relevant details
Step 4 : Click save