Lead management means bringing prospects to your business platform by tracking every point of interaction between your prospects and the company via chat, email, or website behavior and then entering those leads to get buyers to buy your products.
This system helps your team capture leads by tracking customer behavior related to product selection, filtering them and then connecting them with them to initiate the communication process for selling and closing deals.
The best part of the lead management process is helping your team get rid of tedious tasks and increase productivity. It ignores duplicate leads using the AI-powered sales assistance system built into CRM.
Features of WIN ERP Lead Management System:1.List2.Sort3.Lead Promotion1.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