CRM User Dashboard

How to view the status of Leads ?

Go to CRM – Dashboard

Click on Dashboard sub-menu to view the total ongoing, accepted, rejected leads. It also displays your current follow up, missed follow up, recent lead information details.

There are four icons under the following fields

Edit Lead
Add followup
Next followup date
View lead

How to Edit Lead Data ?

Click on the Edit Lead icon as shown in the below screenshot.

Edit the following details of the lead

First Name: Edit the first name of the lead
Last Name: Edit the last name of the lead
Email id: Edit the email id
Skype ID: Edit the skype id.
Mobile No: Edit the mobile number
Country: Edit the country details.
Description: Edit the description

Edit the level of interest and lead status.

After editing the details, click on the update button to edit the lead information and the message “ Lead updated successfully” gets popped up.

How to add followup ?

Click on Add follow up icon to add follow up details as shown in the below screenshot.

Add the following details in the pop up box shown in the below screenshot

Lead: Enter the lead name
Description: Enter the description
Next follow up date: Select the next follow up date

Click on Choose File to upload any file of 2MB.

After entering the details, click on the Add Followup button to add followup details and the message “Followup added successfully” gets popped up.

How to schedule next followup date ?

Click on the Next followup date icon as shown in the below screenshot.

Enter the Next Followup Date as shown in the below screenshot.

Click on Update Followup Date button as shown in the above screenshot and the message “ Follow Up date update successfully” gets popped up as shown in the below screenshot.