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.
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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.