Manage Sale Lead

The Manage Sale Lead functionality enables sales personnel to efficiently manage, process, and track leads throughout the sales cycle. Salespeople can convert leads into sale orders, follow up with customers, and update task statuses based on progress. This system integrates features for filtering leads, tracking activities, scheduling calls, and providing detailed customer and lead information.

Navigation

Sales→Manage Sale Lead

Lead Details

When a sales lead is displayed, the following columns are shown for quick reference:

• Lead ID: Unique identifier for each lead.

• Assigned Name: The sales person responsible for the lead.

• Owner: The individual who owns the lead.

• Category: The lead's category (e.g., New, Prospect, Existing).

• Customer Mobile Number: Contact number for the customer.

• WhatsApp Column: A column with a Send button, which, when clicked, sends an enquiry message to the customer via WhatsApp.

• More Columns: Additional columns may include Lead Status, Item, Amount, and others based on the specific lead.

Add Sale Lead

To add a new sale lead:

• Click Add Sale Lead to open the form for creating a lead.

• Lead Type: Choose whether the lead is "Existing" or "New".

  • If Existing is selected, the system will auto-fill the customer details.
  • If New is selected, the salesperson will need to manually enter the customer details.

• Category and Item: Select the category, and the item related to the product. Provide a description if necessary.

• Place URL:
  • If available, enter the Place URL (e.g., Google Maps link) for the customer’s location.
  • Click Search to automatically populate the customer’s address fields based on the URL entered. This helps streamline the data entry process and ensures the address is accurate.

• Save: After filling out the necessary details, click Update to save the lead.

View and Edit Lead

• Info Tab:

  This section provides the essential lead details:

  • Customer Info: Displays customer-related information, such as name, contact details, and other relevant data.
  • Company Info: Shows the company details if the lead is associated with a company (visible only if the customer is a business entity).

• Follow Up

  Sales personnel can track the progress of their leads using the Follow Up section:

  • Post Comments: Users can post comments about the lead, including progress updates.
  • Attach Documents: Attach relevant documents for record-keeping.
  • Suggest Button: If the salesperson enters a comment or description, they can click the "Suggest" button to automatically correct spelling or grammar mistakes.
  • Progress Tracking: Salespeople can update the lead's progress through follow-up comments.

• Schedule Call

  Sales personnel can assign calls for follow-up or further engagement:

  • Schedule Call Tab: Allows the salesperson to schedule a call.
  • Reminders: The system will send reminders to the assigned salesperson at the scheduled time.
  • Make Call: Salesperson can make calls at the designated time, ensuring timely follow-up.

Help and Flowchart

In the top-right corner, there is a Help button. Clicking on it provides a detailed flowchart of the lead management process, from opening a new lead to closing it.