CRM

CRM Reports

The various CRM reports are listed below: Lead Statements Follow-up Statements Lead Summary Quotation Statements Quotation Summary Customer Calls Customer Resolutions Call Summary Feedback Statement ...

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Customer Call

Customer Call is used to record the post-sales (service and complaint) calls of the customers with detailed information. Steps to Create Customer Call On the CRM menu, in Call Management Group, click on Customer Call.The Customer Call window opens as a tab ...

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Lead Follow Up

The Lead Follow Up document helps the user to record all the follow-up of the lead and to convert the lead/prospect into a customer. Follow-up helps the user to quickly know the immediate needs and changes and lock-in their interest ...

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Lead Recording

The Lead Recording records the entire details of the lead contact such as the Item details, Follow-ups, etc. The Leads can be generated from Walk-In, Networking Sites, Tradeshows, Seminars, Ads and Purchased lists (among many other places). Steps to Create Lead ...

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