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:

  • Enter essential details such as contact information, industry, and status for a comprehensive record.

• Lead Details:

  • Manage essential information for each sales lead, including Lead ID, lead date, contact name, product, source, assigned representative, status, stage, mobile number, due date, and last activity date.

• Filtering Options:

  • Easily find specific leads using filters such as type filters (lead date or due date), dropdown filters (assigned representative, lead owner, status, stage, or product), and a search functionality to quickly locate leads by email, mobile number, company name, contact name, or any other relevant lead information.

• Attachments:

  • Attach multiple files (e.g., documents, contracts, notes) to a lead.

  • View, download, and manage attachments as needed.

  • Delete unnecessary files directly from the lead's record.

• Custom Fields:

  • Populate custom fields configured for your sales process to capture specific information relevant to your leads.

• Comments and Event Logs:

  • Add comments in edit mode to provide updates or context about the lead.

  • Review detailed event logs for a comprehensive history of actions and changes related to the lead.

• Exporting Data:

  • Download lead data in Excel format from the Manage Sale Lead section for further analysis and reporting.