How to use lead’s filter in ERPCA?


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 this video you will be able to 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.

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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.