The Leads app captures attendees’ information directly into Zoho CRM. It’s simple – just scan the QR code on the attendee’s badge, or take a photo of their business card. The application automatically extracts all the information from the badge/card and saves it within the app as well as in Zoho CRM.
The applications also allows you to assign leads to your sales team. You can add tasks and notes right within the app making sure there is no information lost during the transfer of lead from the trade show to the sales person.
• All the information added through the application will be saved in Zoho CRM
• Extract lead information from QR code in badges or Business Card and add them as CRM leads.
• When a lead is added, all associated workflows in CRM, if any, will be triggered
• Assign Lead Owner, add Tasks and Notes within the app.
• Scan business cards in 11 languages - English, Dutch, Swedish, Russian, French, German, Spanish, Chinese Simplified, Chinese Traditional, Japanese, Korean and Portuguese.
• Swapping options within the app allow users to make corrections to the scanned content
• Users can email the lead from the app with the templates pre-created in CRM.
• Add a Campaign and associate it to the leads within the app
• Export leads from the app as a CSV file.
• Many more...
If you have any technical issues or questions about the app, we’re here to help. Please send us an email to: firstname.lastname@example.org
Contents in this APP include:
55 Actions Team Leaders can take to Encourage Teamwork.
43 Actions Individuals can take to be Effective Team Members.
Contents also include Ways To:
1. Decide on High-Direction or Low-Direction leadership.
2. Manage Change.
3. Build Trust and Reward Teamwork.
4. Increase commitment to Mission, Vision, and Goals.
5. Encourage Cooperation and Collaboration.
6. Provide guidance on Resolving Conflicts and Communicating Effectively.
7. Lead effective Team Meetings.
8. Develop effective Norms and Rules.
9. Clarify Performance Expectations and Solve Problems.
10. Checklists of reminders.
This application facilitates the capture of leads manually, by scanning a business card or by scanning a bar code / QR code.User can capture details of the contact person, details of the organization the contact belongs to, the products / services which are of interest. User can also characterize the lead in terms of lead origin, priority and qualify the lead. The details of the leadis stored into the server directly eliminating the chance of losing a lead anymore.
Company admins can manage their users as well as customize the application using an admin panel. You will need a corporate user account to use this app effectively.
• Lead capture: Capture Leads by scanning business cards, scanning ID badges in events or simply enter a lead manually.
• Capture Customer contact details, Customer details and establish linkage between the Customer and the contact.
• Validates the existences of the Contact, and customer and prevents a duplicate creation.
• Captures lead with details related to Interest areas (Products or services), quantity and notes. Capture multiple interest areas per lead.
• Qualify a lead in terms of lead qualifications, Lead Priorities, lead status etc.
• Log actions taken during the Customer contact conversations.
• Trigger future actions for the lead from the mobile application itself.
• View Leads lists and filter by various criteria.
• Edit leads as and when required.
• Data securely stored in the cloud.
• Company admin has a customized admin panel to set controls, and view Lead sheet logged.
• Users can maintain user defaults for various Lead sheet fields.
- Track your leads with follow up calls and meetings
- No monthly subscription charges, No internet access to use
- Copy data to PC for analysis with excel
Add Lead: To add a new lead
Manage Leads: To view, edit and close leads
Follow Ups: To add details of follow up calls and meetings
Reports: To create text format list of leads and follow ups in a file
Support : For support issues, write to us at email@example.com
New Features : We are developing more features in the application and would upload new versions. If you have any specific requirement, please write to us firstname.lastname@example.org
We would be happy to consider your request in our application roadmap.
Data Privacy : Your data is stored locally in your device. and processed locally in your device. We never store neither process or access your leads data on our servers.
Data Protection : You should take care of daily backup of your leads and follow ups files to protect your data in case of any device or application failure. We provide option to copy data in text files that can be accessed from PC or other devices.
- Login Screen is there. If one has forgot password, password recovery option is there.
- Manual queries will listed and under each query, there is an option for edit,call,message,mail and status update.
- One can add categories for lead and can change password and recovery mobile number.
Get into fishing championship!