Lead Management – An overview

Introduction

Lead Management component deals with Customer Relation Management. The scope of the component includes lead/project creation and follow-up activities apart from creation and maintenance of the prospective customer database. It also includes the weekly schedule of a particular sales person.

Feature Highlights

• Provision to create and maintain activities and project or lead details

• Provision to view all the transactions for a particular project or lead

• Provision to create new activities against new project or lead

• Provision to view all the transaction with the customer based on their respective status

• Provision to maintain the weekly plan schedule of the sales person

List of Activities