Lead Manager

Drag Drop Lead Manager CRM


Please note that Support and Updates are only available to customers who have genuine copies of this software.

Pipeline are the base for application.The Pipeline are base where we are going to add stages and then deals.

HOW TO ADD A PIPELINE

To add a pipeline, click on PIPELINE on the MAIN MENU and then click on the + PIPELINE button (as shown below). You will get a new popup window for you to fill in pipeline name.

Pipeline

You will be fill the pipeline name and save it

add pipeline

HOW TO EDIT A PIPELINE

Just click on pipeline name to edit it,change it and then click arrow for save.
edit pipeline

SET PIPELINE PERNISSION TO USER

Just click on pipeline list page permission button and you will able to set permission for view that pipeline for users.
pipeline permission

SET DEFAULT ACTIVE PIPELINE

Just go to setting , in general settings you can select default active pipeline for application.
pipeline active

HOW TO DELETE A PIPELINE

Do delete a pipeline, you simply click the delete icon (delete) . When you delete a pipeline, all of that pipeline related data is also deleted. The pipeline have deals not deleted ,first you have to move the deals in pipeline before delete it.

IMPORTANT: This process cannot be reversed

Stages are added in pipeline.You can create different stages by pipeline.Means every pipeline have different stages.

HOW TO ADD A STAGE

To add a stage, click on STAGE on the MAIN MENU and then click on the + Stage button (as shown below). You will get a new popup window for you to fill in stage name,pipeline for stage.

Stage
Fill up the stage name and pipeline for add new stage.
add Stage

HOW TO EDIT A STAGE

Just click on stage name to edit it,change it and then click arrow for save.

HOW TO CHANGE STAGE ORDER IN PIPELINE VIEW

Move the stages position by select stage and drag , drop the stage up and down.This will update the stage view order on dashboard for pipeline.
Stage Drag Drop

HOW TO DELETE A STAGE

Do delete a stage, you simply click the delete icon (delete) . When you delete a stage, all of that stage related data is also deleted. The stage have deals not deleted ,first you have to move the deals in stage before delete it.

Labels are added in pipeline.You can create different labels by pipeline.Means every pipeline have different labels.

HOW TO ADD A LABEL

To add a label, click on LABEL on the MAIN MENU and then click on the + LABEL button (as shown below). You will get a new popup window for you to fill in label name,pipeline for label.

Label
Fill up the label name,color for label background and pipeline for add new label.
add Label

HOW TO EDIT A LABEL

Just click on label name to edit it,change it and then click arrow for save.

HOW TO DELETE A LABEL

Do delete a label, you simply click the delete icon (delete) . When you delete a label, all of that label related data is also deleted.

dashboard

HOW TO CREATE A DEAL

To add a deal, click on Dashboard on the MAIN MENU and then click on the + Deal button(See above) . You will get a new popup window for you to fill in Deal name etc details for deal.

add deal

DASHBOARD DEAL LIST

You can view the list of deals on list dashboard.Add new deal from list dashboard.

dashboard list

Deal are the main center point or center of our application.All thinks belongs to deals.Means we are going to add every think like sources,product,files,notes,contacts etc in deal.

DEAL DASHBOARD

The Deal dashboard is main part where you are going to add/edit/delete various modules in deal.
deal view
The various tabs in deal dashboard as:-
  • GENERAL
  • ACTIVITY
  • TASK
  • PRODUCT
  • SOURCE
  • FILES
  • CONTACTS
  • DISCUSSION
  • NOTES(PRIVATE)
  • MEMBERS

GENERAL

A details of the deal shown task,note,members,contacts,sources,products,files etc(See above)

ACTIVITY

You can see all the activity related to the deal like contact added and delete etc from deal.

deal activity

TASKS

View/Add/Edit/Delete tasks that are related to deal.The task in deal are visible to all in deal.

deal task

PRODUCTS

Search/Add/View/Delete the products. You can search the products and then click on product for add.Also update product quantity and discount on product.

deal product

SOURCES

Search/Add/View/Delete the sources. You can search the sources and then click on source for add

deal source

FILES

View/Add/Edit/Delete deal files

deal files

CONTACTS

Search/Add/View/Delete the contacts. You can search the contacts and then click on contact for add.

deal contacts

DISCUSSION

View/Add/Edit/Delete deal comments/messages.

deal discussion

NOTES(Private)

You can Add/Edit notes.These notes are private and only visible to you.

deal note

DEAL MEMBERS

Search/Add/View/Delete deal members. This is where you can assigned members to the deal.

deal members

HOW TO DELETE A DEAL

To delete a deal, you simply click the delete button. When you delete a deal, all of that deal related data is also deleted.

Task is added in any deal mean you can assign any task for deal.There are 2 menu for Tasks

  • Task
  • All Task (Admin Only)

ALL Task(Admin Only)

Admin can able to View/Edit/Delete all the task in the application.Here admin will see the task created by which user,which pipeline or stage.

Search/Filter Task :- The admin can search/filter task by pipeline, user and the type of the task(Email,Call etc).
all tasks

My Task

Admin/User can able to View/Edit/Delete task created by him.Means my task where admin/user see the task assign to him or created by him

Search/Filter Task :- The admin/user can search/filter task by pipeline and the type of the task(Email,Call etc).
tasks

You can add any company information in application.You can contacts in company

HOW TO ADD A COMPANY

To add a company, click on COMPANY on the MAIN MENU and then click on the + Company button (as shown below). You will get a new popup window for you to fill in company name etc details.

companies
Fill up the company details and save it.
add company

VIEW COMPANY

Just click on view button on company list and you will see the contacts in company and company details.
company view

HOW TO DELETE A COMPANY

Do delete a company, you simply click the delete icon (delete).

You can create contacts in application and add any number of contacts under or not an company.

HOW TO ADD A CONTACT

To add a contact, click on CONTACT on the MAIN MENU and then click on the + Contact button (as shown below). You will get a new popup window for you to fill in contact name,company etc details.

contacts
Fill up the contact details and save it.
add contact

HOW TO VIEW & EDIT A CONTACT

Just click on contact name etc to edit it,change it and then click arrow for save.You can also view the deals in contacts at bottom deals table.
contact view

You can create products in application and add later can add it to any deal.

HOW TO ADD A PRODUCT

To add a contact, click on PRODUCT on the MAIN MENU and then click on the + Product button (as shown below). You will get a new popup window for you to fill in product name,price etc details.

products
Fill up the product details and save it.
add product

HOW TO VIEW & EDIT A PRODUCT

Just click on product name etc to edit it,change it and then click arrow for save.

You can view the deals in product.Just click on view button and you will goes to product view page where you see the deals in product

product view details

You can create sources in application and add later can add it to any deal.

HOW TO ADD A SOURCE

To add a source, click on SOURCE on the MAIN MENU and then click on the + Source button (as shown below). You will get a new popup window for you to fill in source name.

sources
Fill up the source details and save it.
add source

HOW TO VIEW & EDIT A SOURCE

Just click on source name to edit it,change it and then click arrow for save.

You can view the deals in source.Just click on view button and you will goes to source view page where you see the deals in source.

sources

You can view the all the activity done regarding the deal.You can see all activity related to task,source,product,contact etc done in deal.

Search/Filter Activity :-You can filter the activity by user,pipeline,date range and type of activity.
Activity

You can view the report of the deals.There are 2 types of reports

  • Pie Chart
  • Table
Search/Filter Report :-Filter Report by Pipeline, User, Source, Product, Date Range and price or number of deals.
Report

In application you can also message for 3 type of users admin,staff,client with different permissions.The message system allow you to message your members.

messages

In application you can export data.

  • Deals - Export deals by pipeline,date range and type like active ,won ,losss
  • Tasks - Export task by date range or all task(admin)
  • Contacts - Export all contacts in application.
  • Companies - Export all companies in application.
export

In application you can create a ticket.You or user can reply to any ticket and also can send attachments with ticket.

tickets

TICKET VIEW

You can comment on any ticket and update ticket status
ticket view

You can add any custom fields for deals , contact, company in application.

  • Custom fields for Deals
  • Custom fields for Contacts
  • Custom fields for Company

HOW TO ADD A CUSTOM FIELD

To add a company, click on Custom Fields on the MAIN MENU and then click on the + Field button (as shown below). You will get a new popup window for you to fill in Custom fields name etc details.

custom fields
Fill up the custom field details and save it.
add custom fields

HOW TO DELETE A CUSTOM FIELD

Do delete a custom field, you simply click the delete icon (delete).

You can create user in application and add later can add it to any deal.

There are two types of users. (a)Admin (b)Staff (c)Clients

HOW TO ADD A USER

To add a contact, click on USER on the MAIN MENU and then click on the + USER button (as shown below). You will get a new popup window for you to fill in user name etc details.

users
Fill up the user details and save it.
add user

Profile

You will see the profile and update picture and details

user profile