Town CRM Lead Section
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The document provides instructions for using a CRM system. It explains how to log in, view leads, change lead statuses by dragging and dropping, view notifications, view and update lead details, set call reminders by adding time, date, subject and description, and set meeting reminders in a similar way. All reminders will appear in the user's feed once saved.
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Town CRM Lead Section
- 1. To Access CRM visit: www.crm.town.ae Enter your company email address
- 2. To Access CRM visit: www.crm.town.ae Enter the password given to you in the password section
- 3. Main Screen after successful login Make sure you are in the “Leads” section The newly assigned lead Will be placed in the Assigned section. You Have to move this lead to Accepted section. The lead will bounce Back automatically If it is not moved from “Assigned” to “Accepted”.
- 4. Change the Status of Lead Just Drag & Drop To Change the Status of Lead just select the lead. Drag & Drop to the Desired Status section.
- 5. Notification Section To View all your Notifications Click on the Bell icon on Top right of your scree
- 6. Notification Section Once you click the Bell icon you can see all your Old & New notifications
- 7. Lead Information To view Lead information Click on the Lead # Number
- 8. Lead Information Once you click lead# the lead details will be shown to you.
- 9. Lead Information You can change the status of the lead from the detail section itself Once you change the Status click on the “Save” button on the Bottom on screen.
- 10. Call Reminders You can set the Call Reminders for your Qualified Leads Just click on the “Call” Tab available in the lead section
- 11. Call Reminders Add the details of the call reminder you want to setup. Once you open Call Reminder section. You Can add the details like Set Time & Date, Subject Of the call reminder, Client name will be Selected automatically, Add the description etc. click “Save” button to set The reminder
- 12. Call Reminders After Saving you can see the Reminder in your Feed
- 13. Meeting Reminders You can also set meeting reminders for your Qualified leads. For that click on “Meeting” tab
- 14. Meeting Reminders Add the details of the call reminder you want to setup. Once you open Meeting Reminder section. You Can add the details like Set Time & Date, Subject Of the meeting reminder, Client name will be
- 15. Meeting Reminders After Saving you can see the Reminder in your Feed