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Sales Lead Tracker

CONFIGURATION SETTINGS To Change/Edit Configurations setting, follow the below steps:- Login to admin panelClick on Configurations It will show you eight sub menu as follows:- 1) Category :- With this option , you can add , edit & de ...

HOW TO ADD A NEW DEAL ? To Add a New Deal, follow the below steps:- Login to admin panelGo to Deals It will navigate you to the other page ,titled ‘Deals’. It shows 4 tabs as follows:- (1). Add New Deal :-  ...

INSTALLATION GUIDE Upload the package to your server.Unzip and visit the path from Browser (example. yourdomain.com/leadbook/)You will be able to view the first installation screen.Ensure all the requirement are fulfilled to avoid any ...

HOW TO ADD/DELETE A LEAD ? To Add a New Lead, follow the below steps:-   Login to admin panel   Go to Leads It will navigate you to the other page, titled ‘Leads’. It shows two tabs as follows:- Add New Lead -&nb ...

HOW TO IMPORT / EXPORT CONTACT To Import/Export Contact, follow the below steps:- Login to admin panelGo to Import / Export It will navigate you to the other page, titled ‘Import / Export’ Contacts , below mentioned screen will come in fron ...

HOW TO CHECK VARIOUS TYPES OF REPORTS There are various types of reports being generated which one can view for the further formation of the strategies and plans for the growth of business . To  Manage and View Reports , follow the below steps:- Login ...

HOW TO MARK IMPORTANT LEADS ? Login to your account Click on Marked Leads It will navigate you to a new window heading ‘Marked Leads’. Following are the details :- Here you will get complete list of your marked leads and you can make ch ...

REVIEW SALES REPORT To review Sales Report , follow the below steps:- Login to admin panel Go to Sales Report It will navigate you to the other page ,titled ‘Sales Report’, as shown below:-

HOW TO ADD/EDIT/DELETE LEADS ? To Add a New Lead, follow the below steps:- Login to admin panelGo to Leads It will navigate you to the other page ,titled ‘Leads’. It shows 4 tabs as follows:- (1). Add new lead :- Clic ...

HOW TO CHECK CLOSED LEADS ? Login to your account Click on Closed Leads tab It will navigate you to the new window headed ‘Closed Leads’, appears as follows :- Here you can check the whole list of closed leads and even get the complet ...

HOW TO ADD NEW USER / EDIT / DELETE / ASSIGN RIGHTS TO THEM To Add a New User, follow the below steps:- Login to admin panelGo to Users It will navigate you to the other page ,titled ‘Users’. It shows four tabs as follows:- (1). Add New User– Click here ...

HOW TO SEARCH DATA To do Search , follow the below steps:- Login to admin panelGo to  Search It will navigate you to the other page ,titled ‘ Search’. It will show a page as shown below :- a) Field Name - Select the na ...