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18/11/2019 Online Lead management system | Online Lead Management System | online Lead Tracking software
Lead management system is an integral part to ERP software. Leads come from various sources like direct on website,
through email marketing, social media, personal references etc. There should be a software solution to keep track of every
detail concerning leads and managing them effectively. The main purpose of working with leads is to convert them into
your customers. In a nut shell we can say lead management system is the process of fetching customers and register
their data, such as contact numbers, addresses, emails and names, so that they can be contacted in future.
With the adoption of the state of the art technology WIN ERP software boasts providing cost effective yet smart solutions
for managing this process.
The leads tab opens with list view showcasing the basic information in chronological order starting from the most
recent ones. When you use the system for the rst time the list will be empty. It gives you provision to start adding
leads.
Sort
The list of leads displayed can be sorted chronologically or as per your choice. There could be few mandatory
columns like:
Priority (low/medium/high);
Source (email/google/website/other);
Stage (draft/in progress/quali ed);
Assigned to;
Edited by
Lead Promotion
To add new leads simply click a “New” button in the top menu. Then ll in all the available contact information into
respective forms, like, contact name, email, phone, address, etc. New leads can be assigned to the concerned sales
team or it can be linked to the person already in the database. Additional details can be added in internal notes. Click
Create, and leads will be generated.
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18/11/2019 Online Lead management system | Online Lead Management System | online Lead Tracking software
Head Of ce
Jayam Nilayam, Hyderabad , Telangana , India.
Call Us
Mobile: +91-9440806867
Phone: +91- 040-4002 7768
Email
info@winerp.co
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