Overview:             


This is tab gives all the details about every lead present in the system. This tab also provides us other functionalities like,

  • Transfer lead
  • Download lead dump
  • Upload leads
  • Multiple filters for data 



Lead - Status buckets 



Leads are categorized according to their status; fresh, claimed, interested, meeting done, visit done, final negotiation, booking done, failed, junk or in call center.
Note: Lead can belong only one of these buckets at a time.
 



Lead card  


Lead card displays all important information for each lead. For more information, click on lead card to view details
 



Lead Details

  • Lead details can be accessed by clicking on any lead card. 
  • Following information sets can be viewed: 
    • Basic details of a lead 
    • Site visite completed by the lead
    • Multiple enquiries made by the lead
    • Call logs between lead and sales agent
    • Complete lead history with all time events, call logs, enquries and actions taken by the agent on the lead.



Agent Filter 




Leads can be filtered according to agents also. On selecting one or more agent names, the leads
belonging to only the selected agent's bucket are displayed. This filter can be applied in combination with other filters as well.


 

Preset Filter



On the tab, preset filters can be used to quickly filter out leads. 

  • In Followup: Lists all the leads which have a followup event planned on them
  • Visits Done: Lists all the leads on which site visit event has been marked as done atleast once. 
  • Planned Visits: Lists all the leads on which site visit event is planned. 
  • Qualified so far: Lists all the leads which have been marked interested once. They may be in other buckets currently. 
  • Ignored: Lists all the leads being ignored by agents.


More Filters


 


The leads tab also gives more filters to filter out results based on different data points. 



Lead - Search 



Lead can also be searched individually using the top right corner search box. Lead can be searched using name, phone, lead id and email id. 



Lead - Upload 


  • Using the upload option a csv file with lead details can be used to upload leads into the system. 
  • The CSV file needs to be of a specific format, which can also be downloaded using the “Download Sample Format” option. 
  • Once CSV file is uploaded, the system gives options to upload the leads to fresh bucket or to assign to specific agents. 



Lead -  Transfer




  • Leads can be transferred to agents, call center or another project.
  • Click on transfer button, select the leads to be transferred and confirm transfer.
  • Select whom to transfer the lead – agent, call center or another project .
  • Confirm and transfer gets initiated.
  • Dashboard user receives an email when transfer is complete.
     










Thank You