ort_Infra

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Add New Lead:

Salesmen can add new leads here. Whenever they see a prospective client, they can use this option to make a note of the client's personal details, address, and nearby landmarks which make it easy to locate the client at any time.

Follow-Up:

Once a client has been added, the salesmen can use this option to make a note of the follow-ups made with the client. This includes adding details with regards to when the follow-up is scheduled for, what is the agenda of the follow-up, and when successful, what was the outcome of the follow-up.

If the lead has been successfully closed, the salesman can update the status of the follow-up and set it to successful.

Dashboard:

The Dashboard gives a summary of the aforementioned features with an easy way to navigate by clicking on the choices mentioned.