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 following fields Edit Lead Add followup Next followup date View lead Edit Lead Click on Edit Lead icon to edit the lead information as […]
Category: CRM
Add Lead
How to add more Leads ? Go to CRM – Add Leads Click on Add Lead sub menu and add the following data . First Name: Add the first name of the lead Last Name: Enter the last name of the lead Email id: Enter the email id Skype ID: Enter the skype id. […]
View Lead
Click on View Lead sub menu to view the lead information by using the filter options Enter the following options to filter and view the leads *Search Tag: Enter any one of the keywords (first name, last name, skype id, email id, mobile number) *Lead added from date: Enter the from date, the lead added […]
Graph
Click on Graph sub menu to view the graphical representation of the number of accepted, rejected and ongoing leads for the current month and the current year