About this video
ERPCA will help you to change the status and view all the leads log in ERPCA. On the Lead management page click on the name of the lead and select the leads status from the drop down. You can also change status and view leads log in details through actions.
In this video you will be able to understand the process.
ERPCA is one of India’s best practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. Make your office management efficient and effective with features like task management, time sheet management, billing and invoice management, and plenty more. Ensure complete digital office automation of your practice with workflow management and process control. Transform your practice – schedule a demo / register for a FREE trial now.
Full video description
ERPCA will help you to change the status and view all the leads log in ERPCA. On the Lead management page click on the name of the lead and select the leads status from the drop down. You can also change status and view leads log in details through actions.
In this video you will be able to understand the process.
ERPCA is one of India’s best practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. Make your office management efficient and effective with features like task management, time sheet management, billing and invoice management, and plenty more. Ensure complete digital office automation of your practice with workflow management and process control. Transform your practice – schedule a demo / register for a FREE trial now.
We also offer custom-branded, white label office management software that is perfectly suited for large enterprises and financial services KPOs. E-mail us at support@erpca.com to discuss.