Leads Management

Leads management involves capturing, tracking, and nurturing potential customers throughout the lead pipeline to convert them into clients.

• Master Data - Manage Lead Name
• Master Data - Lead Source
• Lead Workflow
• Understanding Lead Workflow and its details
• Add a Lead
• Leads Landing
• Contact Leads and its Contacts
• Assign Lead Contacts
• Lead Activities
• Lead Mail
• Lead Notes
• Lead Documents
• Lead Relationship Team
• Call Page - Add Call Log