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Lead Management

Guide to managing potential customer (Lead) information in the CRM system.

  • Track and manage potential customer information
  • Convert Leads to Customers
  • Monitor interaction history

Accessing the Lead Screen​

  • From the screen list, click Partners -> select Customer Leads tab.

lead_1.png

This is the Lead list screen.

Entering Lead Information​

Click the + Customer Lead button to create a new Lead.

  • Basic Information:
    • Company Name (*)
    • Tax ID (*)
    • Status (*)
    • Address

lead_1.png

Note: When creating and entering tax ID information, you may encounter a warning screen like the one below.

lead_1.png

This is a warning that the Lead already exists in the system and is being followed by another salesperson.

2. Managing Lead List​

Search and Filter (Pending)

Check if Lead exists in the system?

https://youtu.be/lMg7vd2qywk

Update Information, Convert Lead to Customer

  • Edit basic information
  • Update status
  • Add notes/interaction history

https://youtu.be/Rq85ZxsgApo

3. Reports and Statistics (Pending)​

Overview Reports​

  • Total number of Leads
  • Leads by status
  • Conversion rate
  • Effective Lead sources

Detailed Reports​

  • Leads by sales
  • Leads by region
  • Leads by service interest

Permissions and Access Control​

Role-based Permissions​

  • Admin: Full management rights
  • Company: Manage Leads within Office/Department/Team
  • User: Manage assigned Leads, by individual Salesperson

Security Policies​

  • Each Lead has only one person in charge
  • Cannot view/edit unassigned Leads
  • Store change history

Advanced Features​

Automation​

  • Lead follow-up reminders
  • Inactive Lead alerts (6 months from system input date)