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Lead management

Real time reporting.

Sharper insights.

Project Info

Overview

  • Lead can be entered with Multiple Product by Authorized User
  • Category of Lead – like Source, Area, Product, Industries type, Size, etc.
  • Lead can be allocated to  system User
  • Task can be generated at the time of Lead Allocation.
  • Document received from Customer can be attached with Lead.
  • Pending Lead list based on criteria can be seen by Authorized Person.
  • Authorization can be defined based on criteria like Area, Products, etc.
  • Action taken or status of Lead can be seen by Authorized User
  • of Call and Visit like Activity based reporting
  • Separate Pools of Data maintain for Pending Lead, Approved Lead, Opportunity, Qualified Opportunity
  • Dynamic Field (Sub Form) can be created with ‘Data Type’ and ‘Is Mandatory’ can be defined