Leads

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Using Pending function under leads

In this particular feature you can add/create/ view the pending of leads

Step 1 : Click pending under leads Step 2 : Click add pending

Step 3 : Fill the relevant details Step 4 : Save

Import Pending from excel

You can import the excel file while includes your Leads pending details.

Step 1 : Click pending under leads Step 2 : Click import pending

(Import excel format :Name, Company, Email, phone number, Mobile number, City, Address,Message)

Step 3 : Click Choose file & you can import the excel file Step 4 : Click import

Step 5 : Fill the relevant details Step 6 : Click save

Adding new leads

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

Step 1 : Click leads under leads tab Step 2 : Click add lead

Step 3 : Fill the relevant details Step 4 : Click save

Import leads from excel

You can also import directly from excel

Step 1 : Click leads under leads tab Step 2 : Click Import lead

(Import excel format :Name, Company, Email, phone number, Mobile number, City, Address,Business Type, Mode of Enquiry, Remarks*, Appointment Date)

Step 3 : Click Choose file & you can import the excel file Step 4 : Click import

Step 5 : Fill the relevant details Step 6 : Click save

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.

Postpone 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 postpone Lead under action button. Step 3 : Fill the relevant details

Step 4 : Click save

Edit leads

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

Step 1 : Click Lead under leads tab

Step 2 : Click edit lead under Action button Step 3 : Fill the relevant details Step 4 : Click Save

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

Sales Order

In this particular feature helps to Create any number of Sales order

Step 1 : Click Sales order under leads tab Step 2 : Click Add Sales order

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 sales order, print sales order, convert to invoice, convert to proforma invoice, print RA Bill

View Lead Report easily

The Reports function under Leads tab provides you the overall reports of the leads including tele caller performance, KPI of tele-caller, executive performance, KPI of executive, executive daily appointment status. You can filter your Lead report stage wise, executive wise, source wise,product wise and branch wise. You can also export in excel format