Release of New Version of Lead Management Software 3.5

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

Release of New Version of Lead Management Software 3.5

Postby sameer » Thu Dec 15, 2016 12:58 pm

Dear Customer

The following Modification has been introduced in Release 3.5

- Heavly improved on application Login in time and immediate Dashboard loading .
- Redesign Meeting Alert Right Corner of Menu and auto refreshing, Now can View Lead detail on clicking on the Meeting Message.
- Task Management added Right Corner of Menu and Auto Refreshing. It is short messaging system with mail and SMS facility.
- Newly Design Lead Creation added.
- View Leads
    - Rep Upload Image (JPG Format) of initial Customer Profile and download.
    - Create Task New Button Added.
    - No of Meeting Count as 1M 2M etc. added adjoining to Status.
    - Add Leads Button added and Now After Save System will not refresh page and show newly added leads at top of page marked as Red Color.
    - Meeting filter has been added, you can filter today or any date meeting related leads.
    - Over Due Leads Marking (Red Color), where follow up dates missed by Sales Rep.
    -Leads Moved to History , you can move unwanted,cancelled,close leads to History now and you can check history leads using filter on history and retrieve history to normal.

- View Sales Rep , New Button Added "Permission" .
- Sales Rep Creation, Remove Permission Button.
- Permission , Changed Allow Lead Delete To Allow Lead Move To History.
- New option of Lead Import has been introduced ( Lead- > Import Lead (CSV) )
- Create Lead from the calling sheet has been introduced
- Caller Sheet Import, check duplicate leads across the all sheet imports and in already registered leads and provide list of duplicate leads at end of import.
- Contract Added , Category Added . Now you can segregate contacts category wise.
- Product Month Wise New Report added.
- Employee Master Management
- Department Master Management
- Two new Item added in Menu (1) Department and Emp Master Creation.
- Many Bug Fixed.

Regards

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

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