Lead Tracker-Jobs

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Accessing Lead Tracker:

Accessing Lead Tracker Click here and new window will open in your browser.

Accessing Lead Tracker:

Accessing Lead Tracker Click here and new window will open in your browser You need to enter your username and password to enter in Lead Tracker.

Accessing Lead Tracker:

Accessing Lead Tracker Click here and new window will open in your browser You need to enter your username and password to enter in Lead Tracker. You can find your username and password in the email that we sent you.

Slide 4:

To access leads click here. Entering a new lead

Slide 5:

To access leads click here. Entering a new lead

Slide 6:

Mandatory Fields always with a ‘*’ in beginning. Please note if you do not put required data in fields then CRM will not accept the lead. Entering a new lead

Slide 7:

Please CHECKIN box if it’s require in any field. Click on DROP Down menu to select any field if require After Putting all the information you can click on SAVE to submit lead. Entering a new lead

Slide 8:

Please CHECKIN box if it’s require in any field. Click on DROP Down menu to select any field if require After Putting all the information you can click on SAVE to submit lead. Entering a new lead

Slide 9:

Here you can find all of the leads generated through us. Entering a new lead

Slide 10:

You can click on Customer Name to open Lead Details. Entering a new lead

Slide 11:

Click on button to upload voice recording. You need to upload recording from your Local Computer that’s why you need to select ‘Attach from Desktop By Default recordings are saved in your Documents. Entering a new lead

Lead Management and Monitoring:

Lead Management and Monitoring You can click on the drop-down menu button to see Old leads, Today`s Leads, converted Leads or any other specific criteria. If you are looking for a specific customer you can search through Search box. You can click on this button to set criteria to search.

Lead Management and Monitoring:

You can see all of the information collected by us about that customer. Products Purchased by Customer Email Activities. Or Notes from a Customer or Notes FYI You can also put your notes by clicking here Lead Management and Monitoring

Slide 14:

After converting a lead ,it will not display in the lead tab you can view that in Accounts tab. Leads that are not closed into Accounts are considered Potentials. Lead Management and Monitoring