Features of WIN ERP Lead Management System:
1.List
2.Sort
3.Lead Promotion
1.List: The leads tab opens with a list view showcasing the basic information in chronological order starting from the most recent ones. When you use the system for the first time the list will be empty. It gives you the provision to start adding leads.
2.Sort: The list of leads displayed can be sorted chronologically or as per your choice. There could be a few mandatory columns like:
- Priority (low/medium/high);
- Source (email/google/website/other);
- Stage (draft/in progress/qualified);
- Assigned to;
- Edited by
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