Lead Management – EASY Smart SHOP
In today’s competitive business environment, every inquiry is a potential opportunity. Without a proper lead management system, businesses can lose track of customer inquiries, follow-ups, quotations, and sales opportunities. The Lead Management in EASY Smart SHOP helps businesses organize, track, and convert leads into customers efficiently.
Why Lead Management is Important?
- Centralized customer enquiry management
- Better follow-up tracking
- Improved sales team productivity
- Faster lead conversion
- Complete lead history and communication records
- Better customer relationship management
- Reduced chances of missing sales opportunities
Lead Management Dashboard
The Lead Management screen provides a complete overview of all leads generated within the business.
Key Features:
✔ View all leads in a single screen
✔ Separate tabs for:
- My Leads
- Pending Leads
- Closed / Converted Leads
- Rejected Leads
- All Leads
✔ Quick search facility
✔ Export lead data to Excel
✔ Easy lead editing and updating
✔ Lead assignment tracking
The dashboard allows management and sales teams to monitor lead status and performance in real time.
Create New Lead
The Lead Add/Edit screen is designed to capture complete customer inquiry details.
Customer Information
The system stores:
- Customer Name
- Contact Number
- Alternate Contact Number
- Email ID
- Alternate Email ID
- Company Website
- GSTIN Number
- Customer ID
This ensures all customer information is available in one place.
Lead Details
Users can record:
- Lead Title
- Lead Source
- Lead Category
- Lead Status
- Assigned Executive
- State & District
- Customer Address
This helps classify and prioritize leads effectively.
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