Category: CRM

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 […]

Click on Add Lead sub menu to add the lead information Add the following details of the lead *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. *Mobile No: Enter the mobile number *Country: […]

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 […]

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