About this video
In ERPCA you can add lead’s details easily by clicking on add new lead. After creation,click on the name-further you can add notes,tasks,schedule meetings,calls,send emails etc. In this lead management module you can also maintain status of respective lead, edit, delete and view log, through actions.
In this video, you will understand the process of creating a new lead.
Full video description
In ERPCA you can add lead’s details easily by clicking on add new lead. After creation,click on the name-further you can add notes,tasks,schedule meetings,calls,send emails etc. In this lead management module you can also maintain status of respective lead, edit, delete and view log, through actions.
In this video, you will understand the process of creating a new lead.
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If you are a financial services KPO, we offer ERPCA as a custom-branded, white label office management software that is perfectly suited to your needs. E-mail us at support@erpca.com to discuss.