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  • Walk-In Enquiry: Create Customer Enquiry Detail Register Follow-Up

    Uploaded by

    shree automobiles
    14 views16 pages
    The document outlines the process for creating customer leads and converting them to sales. It involves the following key steps: 1. Creating a new lead by entering customer and inquiry details. 2. Allocating the lead to a sales representative and entering initial follow up information. 3. Moving the lead to the follow up list after an initial contact attempt. 4. Converting qualified leads to bookings by capturing booking details.

    Original Description:

    Original Title

    Lead_to_Enquiry_Process[999]

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    The document outlines the process for creating customer leads and converting them to sales. It involves the following key steps: 1. Creating a new lead by entering customer and inquiry details. 2. Allocating the lead to a sales representative and entering initial follow up information. 3. Moving the lead to the follow up list after an initial contact attempt. 4. Converting qualified leads to bookings by capturing booking details.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    14 views16 pages

    Walk-In Enquiry: Create Customer Enquiry Detail Register Follow-Up

    Uploaded by

    shree automobiles
    The document outlines the process for creating customer leads and converting them to sales. It involves the following key steps: 1. Creating a new lead by entering customer and inquiry details. 2. Allocating the lead to a sales representative and entering initial follow up information. 3. Moving the lead to the follow up list after an initial contact attempt. 4. Converting qualified leads to bookings by capturing booking details.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 16

    Walk-in Enquiry

    Create Enquiry
    Register Follow-up
    Customer Detail

    Showroom/Ho
    Follow-up Booking
    me Visit/Phone

    Test Drive
    Appointment

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    Lead to Enquiry Process
    Create Allocate Verification
    Appointment
    Lead to CCM CCM/CCE

    Appointment Showroom/Ho
    Follow-up Enquiry
    List me Visit/Phone

    Test Drive
    Booking
    Appointment

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    1. How to create Lead

    Path: Sales  Customer Enquiry  Customer Enquiry


    1

    4
    3

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    Lead creation Popup: Existing Customer

    1 Type Mobile No

    Note: If Mobile number exists. Customer list will be appeared

    2 Select the customer from List

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    Lead creation Popup: New Customer

    1 Type Mobile No

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    Enter Customer Detail and Enquiry Detail

    1 Customer Detail

    2 Enquiry Detail

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    Enter Detail. Enquiry Source, Sub source, Enquiry Category, Person In-charge,
    Model, Fuel

    1 Enquiry Detail

    2 Enquiry Detail

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    Lead created and appearing in lead list

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    Allocate Lead
    1 Click on allocate

    2 Select the person In-charge

    List would be appeared


    1. Sales Consultant
    2. CCM, CCE

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    Enter Follow-up

    Enter Follow-up
    1
    Detail

    2 Verified lead

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    Assign Consultant

    1 Select Consultant

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    Lead will move to Enquiry/Follow-up list once followup entry has done

    Follow-up Type
    1. Phone
    2.Showroom
    3. Appointment
    Home Visit

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    Follow-up List

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    Follow-up List – Move to enquiry (Customer Booking List)

    1 Double click to move on


    booking

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    Booking Registration Proces

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.
    1 Booking Detail

    I1272343 / 10.54.99.112 / 2019-04-26 19:54 (UTC+9) /This document is not allowed to copy & distribute illegally as a information property of HMI. If you violate this rule, you can be punished by policy of HMI and related local law.

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