Status Updates

This Status Updates displays stages. Each stages corresponds to specific stage in the process.

Users can view following stages:

  • Contact made
  • Demo Scheduled
  • Demo Completed
  • PO Received

Overall Workflow:

Contact made -> Demo Scheduled -> Demo completed -> PO Received
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Note: Confirm the change to move next stage, a confirmation popup appears.

Tap “OK” to update the status.
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Perform Actions

Follow the steps below to Qualify Leads:

  1. Tap “Qualify” button.
    1. Tap “” to view the Assignee Details.
  2. Enter “No of users”.
  3. Select “Select Requirements Feasible” and choose appropriate option.
  4. Select “Select Pricing Acceptable” and choose appropriate option.
  5. Select “Qualify” and choose appropriate option.
  6. Enter “Remarks”
  7. Tap “Save”.
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  8. A popup message appears select SAVE to confirm the activity.
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  9. Tap “DISCARD” to cancel the action.

Follow the steps below to complete the Demo summary:

  1. Enter “Audience”.
  2. Enter “Features and capabilities shown”.
  3. Enter “Feedback received”.
  4. Tap “Save”.
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You can then perform either of the steps below to end the process:

  1. Tap “Convert” to convert the lead.
  2. Tap “Drop” to drop the lead.
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Note: Tap the “wps6 1063123248” icon to use voice-to-text. Speak your summary, and the system will automatically convert your speech into text. Review the converted text and make any necessary edits before saving.