Acquire leads

• Steps to record Leads
  • Basic information of lead on CRM
  • Sales team, who takes resposible for leads on CRM
  • Potential prioritization leads on CRM
  • The tracking of leads on CRM
• Generate Lead/Opportunity from emails
  • Configuration for generating Leads from email
    • Configure External Email Servers
    • Configure Leads generation from incoming Emails on CRM app settings
    • Configure Leads/Opportunities generation from incoming Emails of Sales Teams on the CRM app
• Generate Lead/Opportunity from Outlook email
• Generate Lead/Opportunity from your website Contact page
  • Website installation and Contact Us form
  • Setup default Sales team and Salesperson for the Leads generated from Contact Us
  • Details of Lead/Opportunity generated from Contact Us form
• Generate Lead/Opportunity from LiveChat
  • Installing Live Chat application
  • Creating Lead/Opportunity from Live Chat