All about the lead and prospect management
16 articles in this collection
Nikita T , Amit G , Kinjal R
Track your sales activities and related information into the system.
Written by Nikita T
15 May 2020
Set up a call reminder for Lead so you never miss the call.
18 May 2020
Add tasks for your team to have better control over the work process.
Change the status of Leads according to your workflow.
Track your progress of your Leads and check how much time the user took to convert the Lead into Client.
Transfer your ownership if you are on leave for certain days.
Written by Amit G
You can change the view of the data according to the requirement in the form of Lists and Grids.
When Lead/Prospect gets agree to do business & ready to sign a long term contract, you can convert the Lead as your Client.
Send email to the Leads from the system.
Send mass emails to Leads and do the best engagement and promotion with Leads.
Written by Kinjal R
Track all the Leads to manage them easily and precisely.
19 May 2020
You can add the contact person details of your Lead into the system.
20 May 2020
Capture any information about Lead like communication, key points, summary etc.
Record the summary of calls into the system with the help of Call History option.
Store the eCopy of Important Documents
31 July 2020
Edit the information of the Leads, which was created before.
6 August 2021