Prospects

the list of prospects can can be converted into potential customers can be seen in this section it is divided into sections like all, new, open, converted and unqualified the name, email, and phone number of the prospects are listed they can be easily deleted and their details can also be updated/edited any specific prospect can be searched by using the search bar, and the entire report can also be downloaded the lite lead management system (lms) is designed to streamline and enhance the lead management process for relationship managers (rms) this user friendly, interactive platform enables rms to efficiently track, manage, and convert leads through a comprehensive and intuitive interface a relationship manager interacts directly with potential customers throughout all phases of the lead management process they are responsible for identifying customer needs, presenting relevant products or services, and ensuring a positive experience from initial contact to conversion key features the dashboard sales funnel provides a visual representation of the sales funnel, displaying leads at each progression stage, and helping rms understand the flow and status of their leads this section includes new leads that have just arrived and any action yet to be taken open leads that are ready to be worked on or are currently being pursued by sales qualified lead is qualified for product use case unqualified lead is not qualified for any product use case converted lead is converted creating new prospects adding a single lead click on the 'create new prospect' button on the top right corner of your screen a dropdown would appear click on 'create lead' from the dropdown list fill out all the relevant details pertaining to the lead viz name, email id, phone, lead source, and product code click on the 'create lead' button to save your lead details adding bulk leads click on the 'create new prospect' button in the top right corner of your screen a dropdown would appear click on 'upload leads' from the dropdown list upload a csv file containing the details of the leads according to the required fields click on the 'save' button to save your lead details real time updates the data on the dashboard updates on login and once every day (configurable by the client) insights & metrics average time in each funnel stage average time across the funnel conversion rates filtering options filter the dashboard data by specific product, geography location, data specific to rms, and lead source if some leads do not have specific information (e g , lead source), their count will be displayed as well the lead details section allows rms to view comprehensive details of each lead accessible by tapping a specific lead from the leads list, this view consolidates all available information, including lead source best time to contact (via call and email, user input) representative company position in the company potential revenue (user input) interest in products (multi select dropdown, populated using chips) onboard cta convert a lead into a new customer (application) or add products for existing customers historical interactions view the meeting and call history (feasibility check pending) optimal scheduling view the ideal time to schedule a meeting or call (if shared by the customer) lead classification(tagging) the lead classification (tagging) feature allows rms to quickly and effectively score leads, prioritizing engagement based on customer interest levels classification tags classify leads into hot, warm, and cold categories organizational measure tags are added from the rm side to help them prioritize based on lead potential and interest filtering options filter leads based on classifications leads are displayed in chronological order by default when the filter is applied getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at