Boost your sale through our lead management system.
Leads are the business opportunities for every company. But converting those leads into business opportunities is a real hassle for any company. All the new incoming leads have to be systematically managed to finalise them into the perfect deals. Here comes the Lead Management, which lets you manage all your leads from all your sources in a systematic and hassle-free way. It makes your lead conversion super easy and effective.
The lead menu can be used to perform all the tasks required to be performed under one segment.
1. Here you can see all your previous leads and can even add them manually from here. Clicking on any particular lead will open the management window for the same lead where you can perform various tasks over that lead. From there you can see the details, edit, delete, assign that lead and a lot more.
2. In the follow-up window, you can keep the track of all the follow-ups done on that leads along with its stage, status, previous, and next followups. You can schedule the next follow-up for the same and our SalesNayak will notify you on the scheduled time.
3. You can see all the stages, status, meetings, and deliveries history in the same follow-up window. You can update them as per your convenience and customer's demand.
4. All the activities performed over that particular lead can be seen in the 'Activity' window. You can assign the same lead to another employee if required in the 'Assignment' window adjacent to the activity window.
5. In the 'Add Product', you can add your products to the leads if requested by the customer for your future reference. And can see all the added products in the same window.
6. You can generate quotations, sales orders, purchase indents, purchase orders, purchases, purchase returns, proformas, sales invoices, sales return, material issue, DC, BOM with one click in the 'Generate' window of that particular lead.
7. You can keep the track of all the generated quotations, proformas, DC, BOM, etc, in the 'Generate History' and can even download, print, or edit them from there.
