Leads Module User Guide

Leads

The section shows all the leads that have come into your organisation by filling up forms or walkins can directly be updated by clicking on ADD LEAD tab.

Add Lead

The new lead data can be inserted here. You can leave remarks like what has to be done or considered while following and assign the lead to one of the staff member with the organisation.

Minutes

The minutes tab gets updated every-time the FOLLOW UP DETAILS are changed when you EDIT lead to update the next steps that have to be taken. This helps in keeping track of journey of the lead with your organisation so far.

Promoters

You keep track of promoters through this section to reward them accordingly. You can create their own unique code that have to be filled in a form so that when a lead comes through promoter with that code then its accounted for here and accordingly when status of the lead changes to VERIFIED and CONVERTED the counter gets updated.