Description
The Lead Manager Module for Perfex CRM is a valuable addition to Perfex CRM, a popular customer relationship management system. This module is designed to streamline lead management and sales processes, making it easier for businesses to track and convert leads into customers. Below is a list of key features provided by the Lead Manager Module for Perfex CRM:
- Lead Creation and Capture
- Lead Information Entry
- Lead Source Tracking
- Lead Status Management
- Lead Assignment to Sales Team
- Lead Contact Details
- Lead Company Information
- Lead Communication History
- Lead Notes and Comments
- Lead Priority Setting
- Lead Tags and Categories
- Lead Filtering and Sorting
- Lead Custom Fields
- Lead Duplication Prevention
- Lead Search Functionality
- Lead Import and Export
- Lead Bulk Actions
- Lead Conversion Tracking
- Lead Follow-Up Scheduling
- Lead Email Integration
- Lead Notification Alerts
- Lead Reports and Analytics
- Lead Performance Metrics
- Lead Conversion Rates
- Lead Sales Funnel Monitoring
- Lead Task Management
- Lead Activity Logs
- Lead Document Attachments
- Lead Progress Monitoring
- Lead Owner Assignment
- Lead Source Attribution
- Lead Time Tracking
- Lead Pipeline Management
- Lead Customization Options
- Lead User Permissions
- Lead Dashboard Widgets
- Lead Integration with CRM Features
- Lead Communication Log
- Lead Lead Scoring
- Lead Lead Qualification
- Lead Sales Forecasting
- Lead Sales Goals
- Lead Sales Team Collaboration
- Lead Email Campaigns
- Lead Marketing Integration
- Lead Customer Relationship Building
- Lead Mobile Accessibility
- Lead User Training and Support
- Lead Security and Data Privacy
- Lead Historical Data Archiving
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