Sales Automation Questions!!

Step 1: Click on Lead module.

Step 2: Tab on Lead status sub module

Step 3: Add status and submit

Step 1: click on the Lead module

Step 2: Navigate to source submodule

Step 3: Click on + icon from top title menu, add the field and click on submit button.

Step 1: click on Lead module

Step 2: Navigate to Add lead, enter the data and click on submit

There are 4 ways to get the lead i.e:

1. Add lead manually
2. Add lead in Bulk from excel sheet
3. Get the lead directly from your website
4. Get the lead from Google API

Step 1: Click on All lead submodule under leads module

Step 2: Click on lead status edit button and select status that you have added in lead status sub-module.

Step 1: Click on ad lead submodule under Leads module

Step 2: Click on download button on top

Step 3: Enter the details on the excel sheet

Step 1: Click on follow-up button of any lead.

Step 2: Under the Reminder setting enter all column with select “Your Client” & click on submit button.

Step 1: Click on follow-up of any lead

Step 2: Go and check timeline in the bottom for all time log

Step 1: Click on follow-up button of any lead.

Step 2: Under the Reminder setting enter all column with select “Yourself” & click on submit button.

Step 1: Click on Filter button on the top from title menu

Step 2: Enter any field and click on Filter button

Step 1: Click on follow-up button of any lead from the list of opportunity.

Step 2: In suggested Quotation Section, click on edit icon for the particular packages.

Step 3: Generate pdf and send to customer

Step 1: Click on Lead allocation

Step 2: Search the lead from search criteria and select lead

Step 3: select member from allocation criteria and allocate lead to member

Step 1: Click on follow-up button of any Lead

Step 2: Click on Cancel Lead Button

Step 3: Fill the manage note section and Save

Step 1: Click on follow-up button of booking leads

Step 2: Click on Convert into Completed after payment schedule and Complete Calculation

Step 1:- Go to lead allocation sub module.

Step 2:- Reallocate cancel lead to the another member

Step 3: After allocation lead move to all lead module

Step 1: Click on Lead Allocation

Step 2: Search cancel lead from search criteria

Step 3: Select member from allocation criteria and click on allocate

Step 1: Click on any sub module under leads where you have set the reminder

Step 2: Go to the Todays follow-up button of red colour on the top title menu

Step 3: All todays followup’s lead will display

No, there is no option to delete the lead from Member login.

Step 1: Click on any lead of any stage whose lead is deleted

Step 2: Go the View Deleted button from title top menu

Step 3: Click on recover option of that lead which you need to recover

Step 1: Click on Follow-up button of all leads or opportunity leads

Step 2: Tab on Send Quotation button

Step 3: Search Quotation

Local packages are those packages, which are saved by admin itself into his backend. Global packages are those packages, which are exist into the Traviyo’s global Database.