Internal User to User Mail + Lead Import+Lead Export

Lead Management Service Software, Manage your Sales Team accountability , Month Wise Performance, Lead Followup and many more

Internal User to User Mail + Lead Import+Lead Export

Postby sameer » Wed Oct 26, 2016 10:47 am

Dear Customer

New Features has being added to the system

1. Now you can write an internal mail to user handling a particular lead.
Lead --> View Lead --> Contacts --> New Option Provided "Mail Type " Use "Internal Mail" option for Internal Mails and "Mail to Customer" for mailing to Customer.

2. User Can Import their Lead maintained in excel sheet.
Lead -- > Import Lead (CSV) --> Download the given file format (Download CSV Format File). file the lead as per the format and save the file in CSV ( , delimited
format) and import into the system. This option requires permission setting if you want this option to be activated please provide us with the list of user for whom this option is to be activated.

3. Export your and down line leads for selective or all status and users.
Setting --> Export Lead --> there you may select required fields to be exported ( by default all fields are selected). More over there is also selection for Status and Down line Rep for to export lead for the selection criteria only. This option requires permission setting if you want this option to be activated please provide us with the list of user for whom this option is to be activated.


For any query or clarification please feel free to contact our support team

Regards

Shilpi Team
sameer
Shilpi Support
 
Posts: 86
Joined: Tue May 29, 2012 3:13 pm

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