Manage Sale Lead
All the leads added will be managed here.
Follow these steps to manage sales leads:
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From the "Sales" menu, select "Manage Sale Lead"
Fig 5.4.1
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In this section, you will find all the sale lead details featuring "Search", "Export Excel" and "Edit" functionality.
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To get all the sale lead details in an easy-to-view spreadsheet, tap on the "Export Excel" button.
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To search for a particular sale lead, enter some of the details of the sale lead and click “Search” to get an instant result.
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You can edit any sale lead by clicking the "Edit" icon.
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On the “Edit Sale Lead” page, you can make changes to the sale lead by adding follow-up and then hit “Update” to save the changes.
Fig 5.4.2
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In the “Follow Up” tab, you can add multiple posts for each open sale lead.
Fig 5.5.3
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The “Attachment” tab contains all the attachments you have added to a sale lead. Here you can delete them as needed.
Fig 5.5.4