What Is the Lead Box?

The Lead Box is where you:

• View leads assigned to you
• Update lead stages
• Make calls, send messages, or WhatsApp
• Create tasks and meetings
• Add notes
• Track lead activities
• Monitor call logs
  ‍

Part 1: Accessing the Lead Box

Step 1: View Homepage Overview

After logging into the CRM:

• You will land on the Homepage.
• Here you can view:
  
  • Pending tasks
  • Upcoming tasks
  • Task reminders

Step 2: Open Lead Box

1. Click the three-line (Menu) icon on the left.
2. Select Lead Box.

The Lead Box page will display all leads assigned to you.

Part 2: Viewing and Updating Lead Information

To View Lead Details:

1. Click on the First Name of the lead.
2. The Lead Info page will open.
3. You can view:
   
   • Name
   • Mobile Number
   • Email ID
   • Location
   • Lead Stage
   • Lead Owner

To Update Lead Stage:

1. Select the required Lead Stage.
   
   • Example: Contacted, Qualified, Not Contacted.
2. Click Update.

The stage will be updated successfully.

To Edit Other Lead Details:

1. Modify required fields such as:
   
   • District
   • Location
2. Click Update.

Part 3: Making Calls and Sending Messages

Available Communication Options:

• Call
• SMS
• WhatsApp
• Email

To Make a Call:

1. Click the Call Now icon.
2. A pop-up window will appear.
3. Click Click to Call.
4. The call connects to you first.
5. Once you answer, the call connects to the customer.

Part 4: Reassigning a Lead to Another Executive

If a lead becomes Qualified and needs to be assigned to another executive:

1. Change the Lead Owner.
2. Select the executive’s name.
3. In Assigned By, select your name.
4. Click Update.

The lead will now be transferred to the selected executive.

Part 5: Viewing Activity History

To View Lead Activity:

1. Open the lead.
2. Navigate to the Activity Section.

You can see:

• When the lead was assigned
• Calls made
• Tasks created
• Status updates
• Notes added

All actions are tracked chronologically.

Part 6: Creating Tasks from a Lead

Example Scenario:

The customer says, “Call me tomorrow at 11 AM.”

To Create a Task:

1. Open the lead.
2. Click Task.
3. Select:
   
   • Task Type: Call, SMS, Email, or Meeting
4. Choose the Date.
5. Choose the Time.
6. Add a description.
   
   • Example: Follow-up call tomorrow.
7. Click Save.

The task will now be created.

Where Is the Task Visible?

The task will appear in:

• The Task Page
• The Homepage dashboard

Part 7: Creating Notes

To Add Notes:

1. Open the lead.
2. Go to the Notes Section.
3. Enter your note.
4. Save.

Part 8: Scheduling Meetings

To Schedule a Meeting:

1. Open the lead.
2. Select Meeting.
3. Enter:
   
   • Meeting Title
   • Date
   • Time
   • Attendees Email ID
   • Description

For Physical Meeting:

• Select Location
• Enter meeting location details

For Online Meeting:

• Select Media Conference
• Paste the meeting link (Google Meet, Zoom, etc.)

Click Save.

Part 9: Managing Tasks from Task Section

To View All Tasks:

1. Click the three-line Menu.
2. Select Task.

All created tasks will be displayed.

To Mark a Task as Completed:

1. Click the completion icon.
2. Confirm the action.
3. The task status will change to Completed.

To Create a Task from Task Section:

1. Click Create Task.
2. Select Task Type.
3. Enter date and time.
4. Add description.
5. Click Save.

Part 10: Viewing Call Logs

To View Call Logs:

1. Click the three-line Menu.
2. Select Call Logs.

You can view:

• Calls made by you
• Call status (Answered/Unanswered)
• Date and time

To Use Quick Call:

1. Click Quick Call.
2. Enter the mobile number.
3. Click Call.

To Filter Calls by Mobile Number:

1. Click Filter.
2. Select Mobile Number.
3. Enter the number.
4. Click Search.

You will see how many times that number was called.

To Listen to Call Recordings:

1. Click the Play (Blue) icon in call logs.
2. The recording will play if the call was answered.

Summary

Using the Lead Box, you can:

• View and manage assigned leads
• Update lead stages
• Make calls and send messages
• Create and track tasks
• Schedule meetings
• Add notes
• Transfer leads
• Monitor call logs
• Listen to call recordings