CRM

The CRM (Customer Relationship Management) module helps businesses manage leads, track interactions, organize follow-ups, assign agents, and automate communication throughout the sales pipeline.

CRM Actions

View Lead Activity

The View Lead Activity option opens the detailed activity page of a lead, allowing you to track all interactions and updates related to that lead.

Features

• View complete communication history
• View assigned agent details
• Track follow-ups and notes
• Monitor lead progress through different stages

Purpose

This helps teams understand the lead’s journey and maintain proper communication records.

Live Chat

The Live Chat feature allows you to communicate with leads directly from the CRM module in real time.

Features

• Send and receive messages instantly
• Continue customer conversations directly from CRM
• Manage conversations without leaving the CRM module

Purpose

This helps businesses respond to leads quickly and maintain smooth customer communication.

Delete Lead

The Delete Lead option permanently removes a lead from the CRM system.

Important Notes

• Lead deletion requires confirmation before removal.
• Deleted leads cannot be recovered.

Purpose

This option helps remove unwanted, duplicate, or inactive leads from the CRM database.

Set Priority

The Set Priority feature helps organize leads based on their importance.

Supported Priority Levels

• High
• Medium
• Low

Purpose

Priority settings help teams:

• Identify important leads quickly
• Plan follow-ups effectively
• Focus on high-value opportunities first

Add Follow-Up

The Add Follow-Up feature allows you to schedule reminders for future communication with leads.

Features

• Set follow-up date
• Set follow-up time
• Track upcoming follow-ups

Purpose

This helps ensure timely communication and prevents missing important customer interactions.