Prospect Management

Prospects typically refer to a potential customer who has shown interest in a bank's products or services, also popularly referred to as leads. They may have provided their contact information, inquired about a product, or initiated an application process, among other actions that indicate potential interest in becoming a customer.

The prospects are then passed on to the sales representative by the admin, who then works on converting these prospects into actual customers.

This app has a Prospect Bucket designed to help sales representatives manage prospects and convert them into merchants.

The Prospect Bucket allows sales representatives to manage a list of prospects assigned to them. Each prospect has the potential to become a merchant, and the bucket displays their details such as name, phone number, email ID, and the product they are interested in.