Lead Management System
Lead Entry & Upload:
- Manual Entry: Add new leads directly into the system through a user-friendly form.
- Bulk Upload: Import lead data from Excel files to save time and reduce manual effort.
Lead Tracking & Qualification:
- Monitor and track each lead’s status.
- Identify qualified leads for focused follow-ups and increased conversion.
Advanced Search & Filters:
- View leads based on multiple criteria such as source, status, assigned user, or custom fields.
- Quickly access the leads you need without scrolling through the entire database.
Lead Reporting:
- Generate & Download comprehensive reports based on specific dates or time periods.
- Analyze lead trends, conversion rates, and team performance for better decision-making.