Manage Sale Lead

Robeeta Office Sale Lead simplifies the process of managing sales leads by allowing you to easily add essential details, attach relevant documents, and use custom fields for specific information. You can also add comments and track the history of each lead through detailed event logs. This streamlined approach ensures that all your lead information is organized and accessible, facilitating better management and decision-making. For admins and owners, the system provides a comprehensive view of all data, while other users can only access the leads they own or are assigned, as well as those of their team members.

Adding a Sale Lead

Adding a new sale lead is a straightforward process designed to capture all necessary information efficiently. You can enter essential details about the lead, such as contact information, industry, and status, to ensure a comprehensive record.

Attachments

Additionally, the system allows you to attach multiple files to a lead. This feature supports various file types, enabling you to include relevant documents, contracts, or notes. You can view, download, and manage these attachments as needed. If a file is no longer required, you have the option to delete it directly from the lead's record.

Custom Fields

While adding a lead, you can also populate data in custom fields that have been configured for your sales process. This customization ensures that all specific information relevant to your leads is captured and organized according to your business needs.

Comments and Event Logs

In the edit mode of a sale lead, you can add comments to provide additional context or updates related to the lead. This feature facilitates better communication and tracking of lead interactions. Furthermore, you can review detailed event logs, which record all significant actions and changes made to the lead. This provides a comprehensive history of the lead’s progression and modifications, supporting effective management and analysis.

Exporting Data

For further analysis and reporting, you can also download lead data in Excel format from the Manage Sale Lead section. This functionality allows you to export and manipulate data outside the system, providing flexibility for in-depth analysis and reporting tailored to your needs.