Lead Details

1

Click on the First Name of the person whose Lead Details you want.

2

The Lead Details will open showing all their information.

3

You will also see there are 4 options available:

  • Add Revenue
  • Create Quotation
  • Send WhatsApp Web Message
  • Add Details
AI Auto Reply Example

Add Revenue

1

Click on the Add Revenue button.

2

A form will open. Fill in all the required information.

3

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

4

Once everything is filled, click on the Submit button.

5

Your Revenue will be added successfully.

Create Quotation

1

Click on the Create Quotation button.

2

A form will open. Fill in all the required information.

3

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

4

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

5

Your quotation will be created successfully.

Send WhatsApp Web Message

1

Click on the Send WhatsApp Web Message button.

2

A pop-up will open. Choose the Template Type according to your need.

3

Select the Template you want to send.

4

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

5

Click on the Send button.

6

Your message will be sent successfully.

Add Details

1

Click on the Add Details button.

2

Select the Status according to your requirement.

3

Click on the Submit button.

4

Your details will be added successfully.