Lead Management System
-
Upload
ayusam-software-solutions -
Category
Technology
-
view
98 -
download
0
description
Transcript of Lead Management System
Copyright © 2014 by Ayusam Software. All rights reserved.
Ayusam Software Solutions An IT Consulting, Services and Outsourcing Company
Lead Management System Version 1.0.1
List of Modules
Users
Email Template
Address Book
Masters Reminders
Compose Mail
My Leads
Inbox
Transactions
Login
Change Password
Admin
Please note that all the data /records which are shown in different screens are dummy data.
Todays Follow-up’s
Masters -> Users
Following functionalities are available in this module:-
Using this module application user can be created or modified.
Each user will have specific role and based on their role module level access will be given.
Location-wise leads access to be given to each users
Any time we can de-activate application users.
Masters -> Email Template
Following functionalities are available in this module:-
This module can be used for email template creation. Existing templates can also be modified.
Different level of text formatting's can be done using this module for each template.
Using this module we can create predefined email templates and can be used at the time of sending mails to leads.
Following functionalities are available in this module:-
Leads can be stored as address book or we can create new address book contact details.
We can capture Leads additional details like designation, organisation, contact details, dob, notes can be captured using this module.
System automatically captures the Social profile detail of each contact while saving address book.
Masters -> Address Book
Masters -> Address Book (Export to excel/csv)
Following functionalities are available in this module:-
Using export option, leads data can be exported into excel or in csv format.
Masters -> Address Book (Print)
Following functionalities are available in this module:-
Using print option, leads data can be sent to printer.
Transaction -> Compose Mails
Following functionalities are available in this module:-
Mails can be directly sent to different contacts which are maintained in address book.
There is a provision of selecting templates, so that predefined messages will be shown in message text area and user can modify the content accordingly. It
saves the mail compose time
Attachments can also be sent with the mails
Transaction -> Compose Mail (Attach Files)
Following functionalities are available in this module:-
We can attach multiple files/attachments with the mail.
Transaction -> Compose Mail (Search Address)
Following functionalities are available in this module:-
Contact details can be searched using Address button, so that mails can be sent to specific contacts only.
The search list will show all the contacts which are maintained in address book. From their user can select specific/ multiple contacts
User can search specific contacts using search button
Transaction -> Compose Mail (Message Formatting)
Following functionalities are available in this module:-
We can format text message contents using different tolls which are available in this module before sending mails to anyone.
Transaction -> My Leads
Following functionalities are available in this module:-
All the leads which are captured from company's website, partner website etc. will be shown in this module and it can be used as main screen for
Lead Management.
Leads can be filters using search fields which are provided on the top of the screen
User can change status of each leads like Open, Follow-up, Meeting Requested, Converted, Not Converted and Closed etc.
Follow-up date, Meeting date, Notes etc. can be captured against each leads
Lead History is also available in this module, so that user can check what activities has performed against each lead.
Using this module, user can directly send mails to particular contact/ lead
Transaction -> My Leads Cont.…
Export to excel / csv Print
Send email to leads/ contacts Search Leads
Transaction -> My Leads Cont.…
De-activate Leads
Send Mail to Leads/ Contacts
Search By Lead ID / Customer Name/ Email ID / Contact No
Reminders -> Today’s Follow-up
Following functionalities are available in this module:-
This screen will pop up once user log in into the application, it shows list of follow-ups to be done today.
It has option to export data into excel or in csv format
Along with that user can print the list of todays follow-up’s.
Reminders -> Today’s Follow-up (Export and Print options)
Export todays follow-up into excel / csv files
Print today’s follow-up
Thank You!