Navigate to:
3. Events
4. Lead Details
5. Sales Kit
6. Others
1. Sales App- Home
| Column | Description |
| Upcoming events | Shows all the upcoming events (follow-ups, face-to-face, & site visits) for the same day. |
| Outdated events | Scheduled events which are either missed by the agents or agents have forgotten to mark as done despite completing the event. |
| Fresh | Pending leads that agent needs to claim to move ahead in the lead journey. |
| Claimed | Leads that are claimed by the agent using the Sales app. |
| Interested | Leads that show their interest in the property. |
| Meeting done | Face-to-face or virtual meeting with the lead is completed. |
| Visit done | Lead has visited the property. |
| Final negotiation | The lead is negotiating after completing the visits & confirming the property. |
| Booking done | The booking with the lead is closed. |
| Failed | Leads that are marked failed by the agents during the lead journey. |
2. Search Filters
The agent can search leads by applying several filters in the Sales Agent application. These filters are:
| Column | Description |
| Project | Agents can search for leads from specific projects. |
| Event type | Agents can search the leads having scheduled events (Follow-up, face-to-face, & site visits). |
| Event status | This will show leads according to the missed, planned, or completed events. |
| Event date | Agents can filter leads depending upon the scheduled events on an ongoing day, ongoing week, or ongoing month. |
| Lead type | It shows the lead category their potential to convert on the basis of cold, warm, & hot. |
| Lead source | It includes parameters (Missed calls, patch-outs, transferred, digital inquiries, & self-creation) for filtering the leads. |
| Lead status | It shows leads according to their present status i.e. claimed, interested, meeting done, visit done, negotiation, booking done, & failed. |
| Lead claim date | Agents can filter the leads depending upon the lead claimed date. It includes parameters like ongoing day, ongoing week, ongoing month, & previous day. |
3. Events
Options to schedule various events with the interested leads from the Sales App.
- Follow up
- Face-to-face
- Site visits
4. Lead Details
All the details of the lead that the agent can view, edit or add by tapping on the lead card in the Sales Agent App.
- Lead ID
- Lead name
- Project name
- Lead source
- Lead category
- Lead status
- Project details
- Event scheduling
- Past events
- Notes
- Additional details
- Transfer Lead
5. Sales Kit
Sales agents can directly share the project details with the lead with a single click. The Sales kit includes:
- Project directions
- Brochure
- Floor plan
- Project details
- Project description
- Project USPs
Note: Sharing the sales kit allows you to share anything through docs, PDFs, and URLs.
6. Others
In the bottom nav bar, when you click on the ‘3 vertical dots’, it will take you to other quick actionable which include:
- Active/Inactive Status
- Projects
- Your Stats
- Expense Reimbursements
- Incentives
- Call Logs
- Settings
- Saboo
- Support Email
For any support on our products, please reach out to support@anarock.com
For any feedback, please reach out to tech-feedback@anarock.com