1. Lead Simplified How it works

2. Visit us at www.leadsimplified.com

3. Register your Organization to receive a 14-day free trial

4. Login with your account credentials

5. KPI Dashboard

6. Dashboard (Key Performance Indicators)

7. Keep track of day-to-day enquiry and followup activity

8. Keep track of enquiry status

9. Keep track of your follow-up

10. Know where your enquiries are coming from

11. Keep a track of today’s followups and enquiries

12. Reports are available for day, week and month

13. Reports are also available user-wise

14. Enquiry

15. Quick access to enquiry details along with the Dashboard Get Enquiry details in single click alongside the dashboard

16. Enquiry Details Click to view entire enquiry details

17. Enquiry Details Export to PDF and Email your enquiry details

18. Enquiry Details Details of the enquiry

19. Enquiry Details Details of the Contact

20. Enquiry Details Details of all the interactions related to this enquiry

21. Enquiry Details LeadScore calculated using BANT analysis

22. Checklist showing details of steps completed so far Enquiry Details

23. List of Enquiries

24. Create Contact

25. Create Enquiry

26. Create Enquiry Assign Enquiries to right salesperson

27. Create Enquiry Assign a referrer, if the enquiry is referred by someone

28. Create Enquiry Select the source from which the enquiry has originated

29. Create Enquiry Select appropriate values for getting right Lead Score

30. Create Enquiry Select the right stage of the enquiry life-cycle

31. Follow-up

32. Manage Followups

33. Manage Followups Keep track of your followup schedule

34. Followup Alerts to keep you informed

35. Reports

36. Extract Reports

37. Extract Reports Comprehensive list of reports to keep you updated with information

38. Manage Settings

39. Manage Users

40. Manage Sources (eg. Magazine/Newspaper/Ad campaigns, etc.)

41. Streamline your Sales Process Checklist

42. Thank you!