App Lead Application Features

About Lead Application

Lead is the Android application with the Connection between management and Customers

Sign In


  • Create the Account using User details and Company Details
  • Remember me Option
  • Forgot Password Option
  • Show Password Option
  • Once Sign up into the application. User will receive the credentials Email

Sign In


Techasoft Lead

Dashboard


Techasoft Lead

Dashboard


  • Manage and track the lead details
  • View the today's leads count
  • View the today's Contacted count
  • View the Today's Appintment Details
  • View displaying the All leads
  • Create lead Option

Create Company


  • List of available companies to choose from and view there details.
  • User will Create multiple companies
  • Access the data from companies
  • Change company option

Create Company


Techasoft Lead

Options and Features


Techasoft Lead

Options and Features


  • Create the Lead
  • View the Details of Lead Status and Appointment Date, Lead Owner
  • Change the Lead Status
  • Direct Call, Whats App, Message and Email Option
  • Reset Password Option
  • Tracking Lead Option

Create leads


  • Create the new lead with basic details
  • Select the Lead Type, Lead Source, Lead Status, Lead Sub Status
  • Add customer queries
  • Lead Transfer Option
  • Tracking Lead Option
  • Add meeting Option

Create leads


Techasoft Lead

Leads Details


Techasoft Lead

Leads Details


  • Schedule the meetings
  • Comment Option
  • View the Lead History
  • View Lead Details
  • Schedule Follow up Option
  • Comment History Option
  • Change Lead Status option

Lead Filters


  • Select Lead Filter
  • Select Source
  • Select Status
  • Select Sub Status
  • Select Assign To
  • Select Date Range

Lead Filters


Techasoft Lead

Menu


Techasoft Lead

Menu


  • View Profile Name and Image
  • Home Option
  • My Profile Option
  • Appointment Calendar Option
  • Change Company Option
  • Change Password Option
  • Logout Option

Appointment


  • Represents the lead name with timing
  • Search the lead followup date, time with Lead name
  • Lead Date will display the Lead Detalis

Appointment


Techasoft Lead

Lead Tracking Feature


Techasoft Lead

Lead Tracking Feature


  • Create the lead with Enable the Is tacking Lead option we can track the lead location
  • Upload images Option
  • Take photo from mobile Camera and upload option
  • Location Disable Option

Profile


  • Change the Profile Image
  • Reset password Option
  • Edit and update User Details
  • logout Option

Profile


Techasoft Lead