Contact&Lead Management

Features

CONTACT MANAGEMENT

Contact History

  • View history of contacts with customer
  • Manual entry creation in contact history

Notification History

  • viewhistoryofnotifications
  • Suport inbound, outbound notifications
  • Support diferent notification chanels
  • Apply filter on multiple fields

Lead management

Capture Oportunity

Multiple chanels suported

  • E-shop
  • CSR Dashboard
  • OpenAPI
  • Automatic Oportunity asignment to the Sales Team
  • Oportunity for new aquisition or existingcustomer
  • Capture customer contact, address when wireline service requested

Customer Contact Information

  • Capture customer’s primary contact
  • Display customer’s primary contact

Opportunity progress

  • Suport Tasks as folow-upactivities (to keep progress of Oportunity)
  • Display asigned tasks on user’s dashboard
  • Displayoverduetasks
  • Attach quotes created externaly (ppt, pdf, …)
  • Lead scoring
  • Win/Lost with capturing of aditional information for further reporting/statistic

View Opportunities

  • Display My Oportunities
  • Display My Teams Oportunities for Team Leaders / Managers to set their subordinates Oportunites
  • Display All Oportunities–granted to specific roles
  • Display related quotes
  • Display related orders and their statuses