Track Communications

From capturing the leads from integrated sources or manually added lead till the closure of the client, each and every details and communication between them can be tracked and can be monitored easily.

The status and the follow ups done by the executive for the particular client along with log and history of the executives who handled te particular lead. If you want to check the entire communication of the executive with their client for a particular duration, you can track that from lead update report and you can also export the same in excel sheet.

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