LeadManager - Smart Lead Management System

Help Documentation

Lead Management

Steps to Use:
  • Click on "Add Lead" in the dashboard
  • Enter client name, company name, and contact details
  • Select lead source (Website, Reference, Direct)
  • Choose lead status (New, In Progress, Converted)
  • Add requirements and project details
Benefits:
  • Organized lead information
  • Status tracking
  • Source analysis
  • Requirement documentation

Follow-up Management

Steps to Use:
  • Open lead details page
  • Click "Schedule Follow-up"
  • Select follow-up type (Call, Meeting, Email)
  • Set date and time
  • Add follow-up remarks
Benefits:
  • Scheduled follow-ups
  • Follow-up history
  • Type-wise tracking
  • Remark documentation

Reports and Analytics

Steps to Use:
  • Go to Reports Dashboard
  • Select report category (Leads, Follow-ups, Services)
  • Set date range (This Month, Last Month, Custom)
  • View graphical and tabular data
  • Download report in PDF format
Benefits:
  • Monthly performance tracking
  • Lead source analysis
  • Service renewal insights
  • Follow-up effectiveness

Service Renewal

Steps to Use:
  • Access Service Management
  • Select client from active clients list
  • Choose service (Domain, Hosting)
  • Enter renewal amount
  • Set next renewal date
  • Update payment status
Benefits:
  • Service expiry tracking
  • Payment status monitoring
  • Renewal date alerts
  • Service history

Data Export

Steps to Use:
  • Navigate to Reports section
  • Select data category (Leads or Services)
  • Choose date range
  • Click "Export to PDF"
  • Save the downloaded file
Benefits:
  • PDF report generation
  • Date-wise data export
  • Category-wise reports
  • Downloadable format

Team Collaboration

Steps to Use:
  • Go to User Management
  • Add new team member
  • Set user role (Admin or Staff)
  • Assign lead responsibilities
  • Enable/disable access
Benefits:
  • Role-based access
  • Lead assignment
  • Team management
  • Access control