Primary Modules – Best Lead Management CRM Software | Solid Performers CRM https://solidperformers.com We help your Sales Team Close More Deals Faster & Smarter without Increasing your Advertisement Budget Wed, 17 Apr 2024 13:07:31 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://solidperformers.com/wp-content/uploads/2024/10/Logo-Red-Favicon-1.png Primary Modules – Best Lead Management CRM Software | Solid Performers CRM https://solidperformers.com 32 32 Support Ticket Management https://solidperformers.com/knowledge-base/support-ticket-management/ Sat, 22 Oct 2022 03:39:16 +0000 https://solidperformers.com/new/?post_type=epkb_post_type_1&p=245852

Support Ticket List Page

support ticket

Path: https://account.solidperformers.com/tickets

1. Add new

Using this “Add new” button, you can add ticket manually.

2. Bulk Upload

Using the “Bulk Upload” button, you can add ticket up to 5,000 at a time. For more details click here.

3. Filter

With the “Filter” button, you can easily find a ticket by searching for their name, email, phone number, and more.

4. Flag

The “Flag” button puts the deals at the top, making it easy to find. This could be for new or important ticket. It’s like marking a message as important in WhatsApp, making sure the ticket is easy to find.

5. View icon

Using the “View icon” button, you can access more details about the ticket. For details click here.

6. Clock Icon

Using the “Clock Icon” button, you can add follow-ups to specific ticket.

7. Three Dots Icon

Using the “Three Dots Icon”, you can edit or modify data. For more details click here.

Update Multiple Leads Quickly

8. Allocate

Using the “Allocate” button, You can select and allocate or assign ticket to any executives.

9. Clock Icon

Using the “Clock Icon” button, you can add a follow-up to one or multiple ticket at a time.

10. EMailBox Icon

Using the “EMailBox Icon” button, you can send a mails to one or multiple ticket at a time

11. Trash Icon

Using the “Trash Icon” button, you can delete one or multiple ticket by selecting them and clicking on this trash button.

5.1 View icon
viwe.
  1. In the “Details” option, you can access additional information about your tickets.
  2. In the “Follow-ups” option, you’ll find history of the follow-ups you’ve added; those will be displayed here.
  3. Click on the “View 360° details” button to access comprehensive ticket information. For more details click here.
5.1.3 View 360° details
view 360
  1. Using the “Action” button, you can perform tasks like adding follow-ups, notes, uploading files, downloading details (in PDF format), editing ticket, and accessing a go-back option. For visual guidance, for more details click here.
  2. Using the “Follow-up” button you can view follow-up history.
  3. Using the “Note” button allows you to view the notes, which you have added.
  4. Using the “Upload” button allows you to view the documents, images, videos, or PDF files you have added.
  5. Using the “Log” button shows how many times you’ve contacted your ticket through calls, WhatsApp, email, etc.
5.1.3.1 Action
actioon

Using the action button, you can perform tasks like ..

  1. Using the “Add Follow-Ups” button, you can add follow-ups to specific ticket.
  2. Using the “Add note” button, you can add a note to a specific ticket.
  3. Using the “Send Mail” button, you can send an email to a specific ticket.
  4. Using the “Upload Files” button, you can add the documents, images, videos, or PDF files to a specific ticket.
  5. Using the “Download” button, you can print the specific ticket details.
  6. Using the “Download Pdf” button, You can download specific ticket details in PDF format.
  7. Using the “Edit” button, you can edit the details of a specific ticket.
  8. Using the “Go Back” button,You can navigate to the previous page.
7.1 Three dots button
three dot
  1. Using the “Unflag” button, you can remove the flag from a specific ticket.
  2. Using the “Send Mail” button, you can send an email to a specific client.
  3. Using the “Add note” button, you can add a note to a specific ticket and that will show in the ticket view page.
  4. Using the “Edit” button, you can edit the details of a specific ticket.
  5. Using the “Create Invoice” button, you can generate a invoice for a specific ticket.
  6. Using the “Trash” button, you can delete a specific ticket.
]]> Contact Management https://solidperformers.com/knowledge-base/contact-management/ Sat, 22 Oct 2022 03:39:04 +0000 https://solidperformers.com/new/?post_type=epkb_post_type_1&p=245850

Contact List Page

cantact list page

Path: https://account.solidperformers.com/contact

1. Add New

Using this “Add new” button, you can add contact manually.

2. Bulk upload

Using the “Bulk Upload” button, you can add contacts up to 5,000 at a time. For more details click here.

3. Filter

With the “Filter” button, you can easily find a contact by searching for their name, email, phone number, and more.

4. x

Using the “x Icon” button mean’s Auto-sourced contacts flagged; click to remove flag in bulk. Only applies to auto flagged contacts, not manually flagged ones.

5. Flag Icon

The “Flag” button puts the contact at the top, making it easy to find. This could be for new or important contacts. It’s like marking a message as important in WhatsApp, making sure the contact is easy to find.

6. View

Using the “View icon” button, you can access more details about the contact. For details click here.

7. Clock Icon

Using the “Clock Icon” button, you can add follow-ups to specific contacts.

8. Three Dots Icon

Using the “Three Dots Icon”, you can edit or modify data. For more details click here.

Update Multiple Leads Quickly

9. Allocate

Using the “Allocate” button, You can select and allocate or assign contacts to any executives.

10. Clock Icon

Using the “Clock Icon” button, you can add a follow-up to one or multiple contacts at a time.

11.EMailBox Icon

Using the “EMailBox Icon” button, you can send a mails to one or multiple contacts at a time.

12. Trash Icon

Using the “Trash Icon” button, you can delete one or multiple contacts by selecting them and clicking on this trash button.

13. Pending Follow-Up

You can access pending follow-up contacts by clicking the “Pending Follow-Up” button.

]]> Client Management https://solidperformers.com/knowledge-base/client-management/ Sat, 22 Oct 2022 03:38:02 +0000 https://solidperformers.com/new/?post_type=epkb_post_type_1&p=245848

Client List Page

Clinet list page

Path: https://account.solidperformers.com/clients

1.  Add new

Using this “Add new” button, you can add clients manually.

2. Bulk Upload

Using the “Bulk Upload” button, you can add clients up to 5,000 at a time. For more details click here.

3. Filter

With the “Filter” button, you can easily find a client by searching for their name, email, phone number, and more.

4. Flag

The “Flag” button puts the client at the top, making it easy to find. This could be for new or important clients. It’s like marking a message as important in WhatsApp, making sure the lead is easy to find.

5. View icon

Using the “View icon” button, you can access more details about the client. For details click here.

6. Clock Icon

Using the “Clock Icon” button, you can add follow-ups to specific clients.

7. Three Dots Icon

Using the “Three Dots Icon”, you can edit or modify data. For more clients click here.

Update Multiple Leads Quickly

8. Allocate

Using the “Allocate” button, You can select and allocate or assign clients to any executives.

9. Clock Icon

Using the “Clock Icon” button, you can add a follow-up to one or multiple clients at a time.

10. EMailBox Icon

Using the “EMailBox Icon” button, you can send a mails to one or multiple clients at a time.

11. Trash Icon

Using the “Trash Icon” button, you can delete one or multiple clients by selecting them and clicking on this trash button.

5.1 View Icon
viwe
  1. In the “Details” option, you can access additional information about your client.
  2. In the “Follow-ups” option, you’ll find history of the follow-ups you’ve added; those will be displayed here.
  3. Click on the “View 360° details” button to access comprehensive client information. For more details click hear.
5.1.3 View 360° details
viwe 360
  1. Using the “Action” button, you can perform tasks like adding follow-ups, notes, uploading files, downloading details (in PDF format), editing client, and accessing a go-back option. For visual guidance, for more details click here.
  2. Using the “Follow-up” button you can view follow-up history.
  3. Using the “Note” button allows you to view the notes, which you have added.
  4. Using the “Upload” button allows you to view the documents, images, videos, or PDF files you have added.
  5. Using the “History” button allows you to view details such as who created the client, who is the executive, and when it was allocated, it will show the entire allocation history.
  6. Using the “Log” button shows how many times you’ve contacted your client through calls, WhatsApp, email, etc.
5.1.3.1 Action
Action

Using the action button, you can perform tasks like ..

  1. Using the “Add Follow-Ups” button, you can add follow-ups to specific client.
  2. Using the “Add note” button, you can add a note to a specific client.
  3. Using the “Send Mail” button, you can send an email to a specific client.
  4. Using the “Upload Files” button, you can add the documents, images, videos, or PDF files to a specific client.
  5. Using the “Download” button, you can print the specific client details.
  6. Using the “Download Pdf” button, You can download specific client details in PDF format.
  7. Using the “Edit” button, you can edit the details of a specific client.
  8. Using the “Go Back” button, You can navigate to the previous page.
7.1 Three Dots button
Three dots button
  1. Using the “Send Mail” button, you can send an email to a specific client.
  2. Using the “Add note” button, you can add a note to a specific client and that will show in the client view page..
  3. Using the “Edit” button, you can edit the details of a specific client.
  4. Using the “Create Proposal” button, you can create a proposal for a specific client.
  5. Using the “Create Proforma invoice” button, you can create a proposal for a specific client.
  6. Using the “Create Invoice” button, you can create a proposal for a specific client.
  7. Using the “Convert Support Ticket” button, you can convert a client to the Support Ticket module.
  8. Using the “Unflag” button, you can remove the flag from a specific client.
  9. Using the “Trash” button, you can delete a specific client.
]]> Deal Management https://solidperformers.com/knowledge-base/deal-management/ Sat, 22 Oct 2022 03:34:48 +0000 https://solidperformers.com/new/?post_type=epkb_post_type_1&p=245843

Deal List Page

Deal Opportunity

Path: https://account.solidperformers.com/deals

1. Add new

Using this “Add new” button, you can add Deals manually.

2. Bulk Upload

Using the “Bulk Upload” button, you can add Deals up to 5,000 at a time. For more details click here.

3. Filter

With the “Filter” button, you can easily find a deal by searching for their name, email, phone number, and more.

4.  Flag

The “Flag” button puts the deals at the top, making it easy to find. This could be for new or important deals. It’s like marking a message as important in WhatsApp, making sure the lead is easy to find.

5. View icon

Using the “View icon” button, you can access more details about the deals. For details click here.

6. Clock Icon

Using the “Clock Icon” button, you can add follow-ups to specific deals.

7. Three Dots Icon

Using the “Three Dots Icon”, you can edit or modify data. For more details click here.

Update Multiple Leads Quickly

8. Allocate

Using the “Allocate” button, You can select and allocate or assign deals to any executives.

9. Clock Icon

Using the “Clock Icon” button, you can add a follow-up to one or multiple deals at a time.

10. EMailBox Icon

Using the “EMailBox Icon” button, you can send a mails to one or multiple deals at a time.

11. Trash Icon

Using the “Trash Icon” button, you can delete one or multiple deals by selecting them and clicking on this trash button.

5.1 View icon
Snip Deal Opportunity Sri Manu Mfg & Co Google Chrome
  1. In the “Details” option, you can access additional information about your deal.
  2. In the “Follow-ups” option, you’ll find history of the follow-ups you’ve added; those will be displayed here.
  3. Click on the “View 360° details” button to access comprehensive deal information. For more details click here..
5.1.3 View 360° details
Snip View Deal Opportunity Sri Manu Mfg & Co Google Chrome (3)
  1. Using the “Action” button, you can perform tasks like adding follow-ups, notes, uploading files, downloading details (in PDF format), editing deals, and accessing a go-back option. For visual guidance, for more details click here.
  2. Using the “Follow-up” button you can view follow-up history.
  3. Using the “Note” button allows you to view the notes, which you have added.
  4. Using the “Upload” button allows you to view the documents, images, videos, or PDF files you have added.
  5. Using the “Log” button shows how many times you’ve contacted your deal through calls, WhatsApp, email, etc.
5.1.3.1 Action
Action

Using the action button, you can perform tasks like ..

  1. Using the “Add Follow-Ups” button, you can add follow-ups to specific deals.
  2. Using the “Add note” button, you can add a note to a specific deal.
  3. Using the “Send Mail” button, you can send an email to a specific deal.
  4. Using the “Upload Files” button, you can add the documents, images, videos, or PDF files to a specific deal.
  5. Using the “Download” button, you can print the specific deal details.
  6. Using the “Download Pdf” button, You can download specific deal details in PDF format.
  7. Using the “Edit” button, you can edit the details of a specific deal.
  8. Using the “Go Back” button, You can navigate to the previous page.
7.1 Three Dots Icon
Three dots
  1. Using this “Duplicate” button, you can make another copy of a deal to a duplicate deal.
  2. Using the “Send Mail” button, you can send an email to a specific deal.
  3. Using the “Add note” button, you can add a note to a specific deal and that will show in the deal view page..
  4. Using the “Edit” button, you can edit the details of a specific deal.
  5. Using the “Convert to Client” button, you can convert a deal to the client module..
  6. Using the “Convert Support Ticket” button, you can convert a deal to the Support Ticket module.
  7. Using the “Create Proposal” button, you can create a proposal for a specific deal.
  8. Using the “Unflag” button, you can remove the flag from a specific deal.
  9. Using the “Trash” button, you can delete a specific deal.
]]> Lead Management https://solidperformers.com/knowledge-base/lead-managament/ Wed, 14 Sep 2022 08:10:12 +0000 https://solidperformers.com/?post_type=epkb_post_type_1&p=245068

In lead management, you get leads from different places showing interest in your business, product, or service. These leads might be inquiries or potential customers wanting to know more about what you offer. You can gather leads from various platforms, and lead management helps you keep track of them effectively for better follow-up and conversion.

Lead List Page

Lead list page

Path: https://account.solidperformers.com/leads

1. Add New

Using this “Add new” button, you can add leads manually.

2. Bulk upload

Using the “Bulk Upload” button, you can add leads up to 5,000 at a time. For more details click here.

3. x

Using the “x Icon” button mean’s Auto-sourced leads flagged; click to remove flag in bulk. Only applies to auto flagged leads, not manually flagged ones.

4. Filter

With the “Filter” button, you can easily find a lead by searching for their name, email, phone number, and more.

5. Flag Icon

The “Flag” button puts the lead at the top, making it easy to find. This could be for new or important leads. It’s like marking a message as important in WhatsApp, making sure the lead is easy to find.

6. View

Using the “View icon” button, you can access more details about the lead. For details click here.

7. Clock Icon

Using the “Clock Icon” button, you can add follow-ups to specific leads.

8. Three Dots Icon

Using the “Three Dots Icon”, you can edit or modify data. For more details click here.

9. Allocate

Using the “Allocate” button, You can select and allocate or assign leads to any executives.

Update Multiple Leads Quickly

10. Flag Icon

Using the “Flag Icon” button to pin or mark multiple leads as important, placing them at the top for easy access.

11. UN-flag Icon

Using the “UN-flag Icon” button to remove the pinned or marked status from multiple leads, ensuring they no longer appear at the top for easy access.

12. Clock Icon

Using the “Clock Icon” button, you can add a follow-up to one or multiple leads at a time.

13. Trash Icon

Using the “Trash Icon” button, you can delete one or multiple leads by selecting them and clicking on this trash button.

6.1 View Page
Snip Leads Sol Tour & Travel Comp Google Chrome (8)
  1. In the “Details” option, you can access additional information about your lead.
  2. In the “Follow-ups” option, you’ll find history of the follow-ups you’ve added; those will be displayed here.
  3. Click on the “View 360° details” button to access comprehensive lead information. For more details click here.
6.1.3 View 360° details
Snip View Lead Sol Tour & Travel Comp Google Chrome
  1. Using the “Action” button, you can perform tasks like adding follow-ups, notes, uploading files, downloading details (in PDF format), editing leads, and accessing a go-back option. For visual guidance, for more details click here.
  2. Using the “Follow-up” button you can view follow-up history.
  3. Using the “Note” button allows you to view the notes, which you have added.
  4. Using the “Upload” button allows you to view the documents, images, videos, or PDF files you have added.
  5. Using the “History” button allows you to view details such as who created the lead, who is the executive, and when it was allocated, it will show entire allocation history.
  6. Using the “Log” button shows how many times you’ve contacted your lead through calls, WhatsApp, email, etc.
6.1.3.1 Action Button
Snip View Lead Sri Manu Mfg & Co Google Chrome

Using the action button, you can perform tasks like ..

  1. Using the “Add Follow-Ups” button, you can add follow-ups to specific leads.
  2. Using the “Add note” button, you can add a note to a specific lead.
  3. Using the “Send Mail” button, you can send an email to a specific lead.
  4. Using the “Upload Files” button, you can add the documents, images, videos, or PDF files to a specific lead.
  5. Using the “Download” button, you can print the specific lead details.
  6. Using the “Download Pdf” button, You can download specific lead details in PDF format.
  7. Using the “Edit” button, you can edit the details of a specific lead.
  8. Using the “Go Back” button,You can navigate to the previous page.
8.1 Three Dots
Snip Leads Sri Manu Mfg & Co Google Chrome (3)
  1. Using this “Duplicate” button, you can make another copy of lead to a duplicate lead.
  2. Using the “Send Mail” button, you can send an email to a specific lead.
  3. Using the “Add note” button, you can add a note to a specific lead and that will show in the lead view page..
  4. Using the “Edit” button, you can edit the details of a specific lead.
  5. Using the “Convert to Client” button, you can convert a lead to the client module..
  6. Using the “Create Proposal” button, you can create a proposal for a specific lead.
  7. Using the “Create Proforma Invoice” button, you can generate a proforma invoice for a specific lead.
  8. Using the “Convert to Deal/Opportunity” button, you can convert a specific lead into a deal or opportunity.
  9. Using the “Unflag” button, you can remove the flag from a specific lead.
  10. Using the “Trash” button, you can delete a specific lead.
]]>