Leads Management Software
Lead also referred as Enquiry is the starting point of any new business transaction and Lead Management module of our software offers various unique features like
-Records each and every lead generated by sales team
-Can track each and every action taken on each lead
-Maintains database of all the leads like customer contact details, product needed, features expected etc
-Lead when found to have potential is converted into business opportunity by just one click
-This module can create various reports related to Lead generation aspect like date wise, lead source wise, sales person wise, product wise and many other Lead reports which can help you to focus your marketing efforts in right direction.
Create, Search and Record Activities
New Activity creation : To create a new Activity, Please click on the “New Activity” option in Quick Create or click on the “New” Button in the search Page, You may enter the following Activity details.
Account Name : Name of the Customer.
Contact Name: Name of the contact person. .
Activity Type : Types of the activity. .
Activity Time : The software accurately stores date and time of activity and same can be retrieved as and when needed. .
Status : You can also record the status of activity. .
Assigned To : It can record the name of the person to whom the activity is assigned to. .
Created By : The software can also keep track and record the name of person who has created the activity.
Item Details : You can keep note of item offered or involved in activity.
Each activity created can be upgraded to an opportunity based on the authenticity and seriousness of the lead. .
Reminder : Each activity can have a reminder set along with it and the pop up appears exactly at the date and time for which it has been set. The activity reminder also has snooze facility in case if needs to be reminded later again.
At times it is very difficult to record the activities as soon as it is performed considering there are various other immediate priorities to be attended to.
The multi activity function of the software addresses this issue very efficiently where in once you click on multi activity tab, you can make entry of as many activities as you have done over a period of time
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