Manage your leads using your Business app

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This video also available in English version Play Now

There are many ways to manage your leads using your Business app . One way is

• Step 1: Go to Home screen

  

  

• Step 2: It will open the leads dashboard showing all new leads you have received from Sulekha for that day

  

  1. The label Hot lead shows that this lead has not been contacted by any of the other businesses which means you can be the first business to contact this lead

  2. Click on the call icon to talk to the customer

  3. Click on any of the customer tiles to see full details about that customer.

  4. If for some reason ,call is not connected ,you can speak with the customer by clicking on the "chat" button.

• Step 3: On click of any tile it will take you to customer details page

  

  1. You can call or send your quote or chat to book an appointment

  2. After you have finished servicing, click on "Job done", shown at the bottom of the page, and update the date when you serviced this customer

• Step 4: See the status of this customer

  

  1. You can see that the status, shown at the top of the page, has changed to "Completed"

  After the completed status ,you can only call or chat with the customer.

  Now this customer will move to completed status.

• Step 5: On click of any tile it will take you to customer details page

  

  1. Click on "call now" to talk or "send quotes" to send your quote to the customer.

  2. You can see that the status of this customer, shown at the top of the page, has changed from "new" to "In-progress"

  3. Now you can chat or book an appointment with the customer

  4. Click "job done" if you serviced the customer

  5. Click on "Lead feedback" to share your experience with the customer.

• Step 6: On click of "Lead feedback"