![\"\"](\"https:\/\/moiboo.com\/supportwp-content\/uploads\/2021\/09\/image-94.png\")
<\/figure>\n\n\n\n<\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click pending under leads Step 2 : Click add pending<\/p>\n\n\n\n Step 3 : Fill the relevant details Step 4 : Save<\/p>\n\n\n\n <\/p>\n\n\n\n Import Pending from excel<\/p>\n\n\n\n You can import the excel file while includes your Leads pending details.<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click pending under leads Step 2 : Click import pending<\/p>\n\n\n\n (Import excel format :Name, Company, Email, phone number, Mobile number, City, Address,Message)<\/p>\n\n\n\n Step 3 : Click Choose file & you can import the excel file Step 4 : Click import<\/p>\n\n\n\n Step 5 : Fill the relevant details Step 6 : Click save<\/p>\n\n\n\n Adding new leads<\/p>\n\n\n\n <\/p>\n\n\n\n In this particular feature you can add a new leads, you can directly add new leads in 3 steps.<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click leads under leads tab Step 2 : Click add lead<\/p>\n\n\n\n Step 3 : Fill the relevant details Step 4 : Click save<\/p>\n\n\n\n Import leads from excel<\/p>\n\n\n\n You can also import directly from excel<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click leads under leads tab Step 2 : Click Import lead<\/p>\n\n\n\n (Import excel format :Name, Company, Email, phone number, Mobile number, City, Address,Business Type, Mode of Enquiry, Remarks*, Appointment Date)<\/p>\n\n\n\n Step 3 : Click Choose file & you can import the excel file Step 4 : Click import<\/p>\n\n\n\n Step 5 : Fill the relevant details Step 6 : Click save<\/p>\n\n\n\n Leads Know the icons<\/p>\n\n\n\n <\/p>\n\n\n\n Now let\u2019s 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 \u201cAction\u201d Items in the \u201cLeads\u201d Page<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click leads under leads tab Step 2 : Click Action<\/p>\n\n\n\n Postpone Leads<\/p>\n\n\n\n <\/p>\n\n\n\n This particular action helps you to postpone leads with the postpone date, content and status with the details of the customer<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click Leads under leads tab<\/p>\n\n\n\n Step 2 : Click postpone Lead under action button. Step 3 : Fill the relevant details Step 4 : Click save<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Using this Edit lead option you can edit the lead with the necessary changes.<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click Lead under leads tab<\/p>\n\n\n\n Step 2 : Click edit lead under Action button Step 3 : Fill the relevant details Step 4 : Click Save<\/p>\n\n\n\n <\/p>\n\n\n\n Convert to Quote<\/p>\n\n\n\n <\/p>\n\n\n\n Using this Convert to quote option you can convert your leads to quotes in just one click.<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click Lead under leads tab<\/p>\n\n\n\n Step 2 : Click convert to quote under Action button Step 3 : Fill the relevant details<\/p>\n\n\n\n Step 4 : Click Save<\/p>\n\n\n\n <\/p>\n\n\n\n Set reminder<\/p>\n\n\n\n <\/p>\n\n\n\n This action helps you to Set Reminder with the postponed date, content and status with the details of the customer.<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click Lead under leads tab<\/p>\n\n\n\n Step 2 : Click Set reminder under Action button Step 3 : Fill the relevant details<\/p>\n\n\n\n Step 4 : Click save<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n You can easily export all Leads to an Excel Sheet in one click<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click leads under leads tab Step 2 : Click Export button<\/p>\n\n\n\n <\/p>\n\n\n\n Adding Quotes<\/p>\n\n\n\n <\/p>\n\n\n\n In this particular feature you can add a Quotes, you can directly add Quotes in 3 steps.<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click Quotes under leads tab. Step 2 : Click Add quotes.<\/p>\n\n\n\n Step 3 : Fill the Customer Name , Executive, Select product, Description, Qty, units, price, discount, tax, incl tax, amount, Set Reminder.<\/p>\n\n\n\n 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<\/p>\n\n\n\n <\/p>\n\n\n\n You can easily check all your reminders in a click<\/p>\n\n\n\n <\/p>\n\n\n\n You can easily check all your reminders in a click<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click reminders under leads tab<\/p>\n\n\n\n Step 2 : Click Action button Convert it to Set Reminder<\/p>\n\n\n\n FOS response, Edit remainder, Disqualify, Convert to quote, Convert to sales order, Sms to customer.<\/p>\n\n\n\n <\/p>\n\n\n\n Adding Booking Order<\/p>\n\n\n\n <\/p>\n\n\n\n You can directly add new Booking order in this tab.<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click Booking order under leads tab Step 2 : Click Add Booking order<\/p>\n\n\n\n Step 3 : Fill the relevant details Step 4 : Click save<\/p>\n\n\n\n <\/p>\n\n\n\n Sales Order<\/p>\n\n\n\n <\/p>\n\n\n\n In this particular feature helps to Create any number of Sales order<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click Sales order under leads tab Step 2 : Click Add Sales order<\/p>\n\n\n\n Step 3 : Fill the Customer Name , Executive, Select product, Description, Qty, units, price, discount, tax, incl tax, amount, Set Reminder<\/p>\n\n\n\n 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<\/p>\n\n\n\n <\/p>\n\n\n\n View Lead Report easily<\/p>\n\n\n\n <\/p>\n\n\n\n The Reports function under Leads tab provides you the overall reports of the leads including\u00a0\u00a0\u00a0\u00a0 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.<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n Step 1 : Click Report under leads tab<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n","protected":false},"excerpt":{"rendered":" Using Pending function\u00a0 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 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":2496,"menu_order":29,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-9987","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/9987","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/comments?post=9987"}],"version-history":[{"count":1,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/9987\/revisions"}],"predecessor-version":[{"id":10041,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/9987\/revisions\/10041"}],"up":[{"embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/docs\/2496"}],"wp:attachment":[{"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/media?parent=9987"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/moiboo.com\/support\/wp-json\/wp\/v2\/doc_tag?post=9987"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"https:\/\/moiboo.com\/supportwp-content\/uploads\/2021\/09\/image-96.png\")
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<\/figure>\n\n\n\nEdit leads<\/h1>\n\n\n\n
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<\/figure>\n\n\n\nExport leads to excel<\/h1>\n\n\n\n
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<\/figure>\n\n\n\nCheck all the reminders with ease<\/h1>\n\n\n\n
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