Managing Lead Profile

When you open a lead, you gain access to a centralized operational dashboard including:

• Profile

• Proposals

• Tasks

• Attachments

• Reminders

• Notes

• Activity Log

• Convert to Customer option

Notes

Add internal communication logs such as:

• Call summaries

• Client objections

• Budget discussions

• Follow-up outcomes

Reminders

Schedule structured follow-ups to avoid lost opportunities.

Attachments

Upload documents such as:

• Requirement documents

• Proposals

• NDAs

• Presentations

Activity Log

Track:

• Status changes

• Assignment changes

• Proposal events

• Conversion history

This ensures complete transparency and audit tracking.