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:
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.
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