Step-by-step Instructions

• Step 1

  Click on the First Name of the person whose lead details you want to view.

• Step 2

  The Lead Details page will open and show all information related to that lead.

• Step 3

  On this page, you will also see these four important options:

  • Add Revenue
  • Create Quotation
  • Send WhatsApp Web Message
  • Add Details

Step-by-step Instructions

• Step 1

  Click on the Add Revenue button from the lead details page.

• Step 2

  A form will open. Fill in all the required information like product, amount, tax, etc.

• Step 3

  If you want to add more than one product, click on the Add More option.

• Step 4

  Once everything is filled, click on the Submit button.

• Step 5

  Your revenue will be added successfully and will reflect in the lead’s revenue history.

Step-by-step Instructions

• Step 1

  Click on the Create Quotation button from the lead details page.

• Step 2

  A quotation form will open. Fill in all the required details such as product, quantity, price, and terms.

• Step 3

  If you want to add more than one product, click on the Add More option.

• Step 4

  Once everything is done, click on the Save Quotation button.

• Step 5

  Your quotation will be created successfully and can be shared with the client.

Step-by-step Instructions

• Step 1

  Click on the Send WhatsApp Web Message button from the lead details page.

• Step 2

  A pop-up will open. Choose the Template Type as per your requirement.

• Step 3

  Select the Template you want to send.

• Step 4

  Choose the Phone Number on which you want to send the message.

• Step 5

  Click on the Send button.

• Step 6

  Your WhatsApp message will be sent successfully.

Step-by-step Instructions

• Step 1

  Click on the Add Details button from the lead details page.

• Step 2

  Select the Status according to your requirement (e.g., Follow-up, Interested, Not Interested, etc.).

• Step 3

  Add any important remarks or notes for this lead.

• Step 4

  Click on the Submit button.

• Step 5

  Your details will be added successfully and visible in the lead’s activity / follow-up history.