Streamline Your Lead Management System Process Flow

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hello everybody and this is drana a product manager from phphr welcome to a new video through which we're going to explain in details the first two features of our crm system which are leads in opportunity as you see here this is our dashboard and today we are going to focus on the first two features which are leads and opportunity here so simply we are going to click on the word leads here and in php crm systems the term lead designates an individual who might become your customer but currently isn't in simple terms a lead is an individual or organization with an interest in what you're selling here to manage your leads you simply click here on manage leads and there are several ways you can add lead to your system this is uh through importing a csv file bulk data from here or you can manually add lead from here or also you can add it by php form facebook lead and wordpress plugin if you are going to add lead manually you simply click here [Music] on add lead and you are going to fill in the boxes here about the information the information of your lead and you can see here in this box the source of your lead and you check and choose from these options and interested in which product and so on and you simply click save then you can go back and you import here from outside the system and also the system gives you the option to export a sheet an excel sheet including the information and all the data regarding your lead here you have your existing leads and you can simply view the details of any lead you can edit or convert the lead to opportunity or you can delete the lead so it directly goes to the recycle bin here so to view the details of your lead you simply click here and you can find the profile of the lead which includes all the information about the lead that you have already filled the contacts here you can add new contacts from here you simply click here and the name the phone the email designation and then any notes if you have any notes and you simply click save and here is the call section it's like kohl's history of the calls you have already made and you can simply add new call from here you just choose the date of the call the description of the content or any notes about the call the call type incoming or outgoing and the status you have you have here options you can choose from them and you click save to save the call and if you have any notes you click here on the notes section and you add new notes and you write your note here and you click save and that's it it's very simple so if you go back here you can go back and also choose the recycle bin where the all the deleted or the removed leads will be here in this section the second feature is opportunity now your leads became an opportunity and simply to manage the opportunity you click manage opportunity from here and you can see the existing opportunities and also you can add new opportunity manually or import it from outside as an excel sheet or bulk data sheet and export it as an excel sheet so to add new opportunity click add new opportunity and you fill in the boxes about the information of your opportunity just like the leads and you click save and to go back here for the existing opportunities you can view details of the opportunity the profile is about the details of the opportunity the context again if you want to add new contacts you click here and edit you can also edit the existing contact or delete it to go to the recycle bin the calls that you have already made it's like a call history and you can add new call just like the lead from here and you click save here we have extra options like appointments appointments here you click suppose that you want to send your client or your opportunity an appointment so you have here a simple appointment text so you just can adjust or customize it ing to the information of your opportunity and you send it so if you click here send appointment so you choose the time the contact in the subject and you have here a sample text you can use in your appointment and you click here send to contact you can edit an existing one if you want to and here are the appointments we have also one extra one more extra option here which is a quotation the quotation simply is a document that you provide to your buyer to offer services at a stated price and you can send or the system gives you the option to send a quotation to your opportunity here simply by add new quotations you click here and then you start filling it the boxes here you choose the date the notes and the details about the item that you are sending the quotation about here the item the quantity the rate the tax the amount and you just fill in these boxes and you click here save here the notes if you have again if you have any notes you can add it from here you can add a note from here and you click save it's very simple so these were the first two features of our crm system see you in upcoming videos explaining the rest of the features of our crm system thank you bye