Leads

Leads module allows sales representatives to access all information of leads assigned to him. Sales representative can view summary of his work on dashboard, can view his leads filtered with different criteria and can take appropriate action as per requirements.

Dashboard - Lead Governance
Objectives :- 1) Introduction to the buckets on the dashboard 2) Significance of these buckets 3) Pre-sales and sales usage in a matter of clicks ...
Thu, 1 Mar, 2018 at 3:04 PM
Dashboard - Today’s Site Visits and Follow-ups
"Today's agenda" can be considered as a notifier to highlight the activities that you have scheduled for the current day. Missed follow-ups, m...
Thu, 1 Mar, 2018 at 3:05 PM
Dashboard - Today’s Performance
This section will give you the statistical data considering the calling and other activities' stats for the particular day. The count will be reset at t...
Thu, 1 Mar, 2018 at 3:06 PM
Understanding Lead Pipeline stages
We have a pre-defined pipeline structure for the lead so that the sales/pre-sales can differentiate between the qualified and unqualified leads. We can also...
Thu, 1 Mar, 2018 at 3:06 PM
Dashboard - Lead Pipeline Graph
The below section will show a graph for all the leads in particular stages (pre-defined as well as custom stages). Also, the count of all such leads will al...
Thu, 1 Mar, 2018 at 3:06 PM
Pending Tasks and Leads
1) Contact New Leads   It shows the Leads for which communication has not been established yet (call not answered). These are nothing but New enq...
Thu, 1 Mar, 2018 at 3:07 PM
Lead Booking Form
Once the lead has booked a property, you need to change the stage of the lead to Booked. Once selected, a booking form pops-up as follows wherein all the de...
Thu, 1 Mar, 2018 at 3:07 PM
Pipeline Stages
The sales can view the leads under a particular stage by clicking on this icon and then clicking on All leads and then selecting the stage from the ...
Thu, 1 Mar, 2018 at 3:07 PM
Overview of Lead Listing
  Lead listing displays following details of each lead record :- Lead Number/Lead ID – Unique number auto-generated for lead. Lead Name – N...
Thu, 1 Mar, 2018 at 3:08 PM
Lead Details
Firstly, click on this icon and then click on All leads. You will get the list of all the leads. Then click on Preview to open the basic lead profile page. ...
Thu, 1 Mar, 2018 at 3:08 PM