How to mark To-Do as completed in ERPCA?

  In the Header section of dashboard there is an envelope icon on the top to remind you about your To-Dos. You need to click on it to go to your To-Do board. You can mark the To-Do as completed...

  You can convert lead into customer for this you need to click on particular lead's name - select the option change status–then select converted and again click on convert to customer option. In this video, you will understand the...

  In ERPCA you can add lead's details easily by clicking on add new lead. After creation,click on the name-further you can add notes,tasks,schedule meetings,calls,send emails etc. In this lead management module you can also maintain status of respective lead,...

  Updating and editing the existing lead's details! Every lead's has an action drop down button with option of edit and delete. Leads details can be stored in ERPCA which you can edit and delete any time. In this video...

  In ERPCA you can see there are different filter which has been provided to search lead based on various categories like fake, new lead, assigned, not assigned, etc. On applying these filter you can easily generate the data. In...

  ERPCA will help you to change the status and view all the leads log in ERPCA. On the Lead management page click on the name of the lead and select the leads status from the drop down. You can...

  ERPCA help you to scheduled a meeting with lead and that can also be notified in To-Do as well. Click on the name of the lead to add the meeting details and no of meetings scheduled can be seen...

  In ERPCA, You can easily schedule a call with new Lead. Click on the name of the lead to add the calls details and no of calls scheduled can be seen against the name in the lead management page....

  In ERPCA, You can create a task for lead that can also be notified in To-Do as well. Click on the name of the lead to add the task and no of tasks can be seen against the name...

  In ERPCA, Reporting Authority can view login and logout details of respective resource/users and the IP Address along with date and time. This report can also be further exported in excel format. This video will help you to understand...