Lead Details
Click on the First Name of the person whose Lead Details you want.
The Lead Details will open showing all their information.
You will also see there are 4 options available:
- Add Revenue
- Create Quotation
- Send WhatsApp Web Message
- Add Details
Add Revenue
Click on the Add Revenue button.
A form will open. Fill in all the required information.
If you want to add more than one product, click on the Add More option.
Once everything is filled, click on the Submit button.
Your Revenue will be added successfully.
Create Quotation
Click on the Create Quotation button.
A form will open. Fill in all the required information.
If you want to add more than one product, click on the Add More option.
Once everything is done, click on the Save Quotation button.
Your quotation will be created successfully.
Send WhatsApp Web Message
Click on the Send WhatsApp Web Message button.
A pop-up will open. Choose the Template Type according to your need.
Select the Template you want to send.
Choose the Phone Number to which you want to send the message.
Click on the Send button.
Your message will be sent successfully.
Add Details
Click on the Add Details button.
Select the Status according to your requirement.
Click on the Submit button.
Your details will be added successfully.