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, edit, delete and view log, through actions.
In this video, you will understand the process of creating a new lead.
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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.
ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms
ERPCA will help you to change the status and view all the leads log in ERPCA.