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 the lead management page.
This video will help you understand the process.
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ERPCA works seamlessly with several software and can easily integrate with applications like Tally, Dropbox, OneDrive, RazorPay, Google Drive and PayPal.
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.