Lead Creation
🎯 Objective:
Capture complete client information when inquiry is received (Walk-in, WhatsApp, Referral, etc.)
Fill-out the Basic Opportunity Information
- Contact
- Opportunity
- Phone Number
- Product Category
Once you have filled out all the necessary information, you can click the 'ADD' button to create your opportunity.
By clicking the 'Edit' button, you can access all the relevant information required to contact the client.
Checklist for Sales Executive Lead Assignment
- Complete Address
- Valid contact number
- Source and Medium selected
- Salesperson Assigned
