Lead and Opportunity Management
Features:
- Lead can be entered with Multiple Product by Authorized User
- Category of Lead – like Source, Area, Product, Industries type, Size, etc.
- Lead can be allocated to system User
- Task can be generated at the time of Lead Allocation.
- Document received from Customer can be attached with Lead.
- Pending Lead list based on criteria can be seen by Authorized Person.
- Authorization can be defined based on criteria like Area, Products, etc.
- Action taken or status of Lead can be seen by Authorized User
- No. of Call and Visit like Activity based reporting
- Separate Pools of Data maintain for Pending Lead, Approved Lead, Opportunity, Qualified Opportunity
- Dynamic Field (Sub Form) can be created with ‘Data Type’ and ‘Is Mandatory’ can be defined