How to edit and delete lead’s details in ERPCA?


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 you will understand.

ERPCA is one of India’s best practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. Make your office management efficient and effective with features like task management, time sheet management, billing and invoice management, and plenty more. Ensure complete digital office automation of your practice with workflow management and process control. Transform your practice – schedule a demo / register for a FREE trial now. 

We also offer custom-branded, white label office management software that is perfectly suited for large enterprises and financial services KPOs. E-mail us at [email protected] to discuss. 



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.

ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms

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.