Customer Relationship Management (CRM)

The CRM in GeneSys is designed to streamline the management of leads, contacts, accounts, opportunities, activities, cases, calendars, and campaigns, enabling efficient tracking and nurturing of customer relationships.

4. Leads

The Leads function focuses on lead management. This section provides a detailed overview of the “Leads” feature, including navigation, CRUD operations, table columns, and additional functionalities.

Users with sufficient roles can:

• View Leads: Display a list of leads in a table format.

• Create Lead: Add new leads with specific roles.

4.1 Navigating to Leads

To access the “Leads” section:

1. Home Page: Start from the GeneSys home page.

2. Sidebar Menu: Locate the sidebar menu on the left-hand side.

3. Leads Menu Item: Click on the “Leads” menu item to expand a dropdown menu.

4. View or Create Leads: Select “View Leads” or “Create Lead” as per requirement.

4.1.1 Viewing all Leads

On the “View Leads” page, leads are displayed in a table format, providing a comprehensive overview of all existing leads.

Table Features:

• Search and Filter Options: Users can filter leads based on Lead ID, First Name, Last Name, Email, Organization, Phone, and other criteria.

• Interactive Actions: Each lead entry includes action buttons at the extreme right cell of the table to perform quick actions.

These buttons are explained in the following section of Managing Leads.

4.2 Create Lead Form

The Create Lead form allows users to add new leads into the system.

Below are the field descriptions along with their expected input values:

Form Functionality

• The form ensures structured lead entry to maintain data consistency.

• Dropdown menus help in selecting predefined values, reducing manual errors.

• The Save button finalizes the lead creation process.

4.3 Managing Leads

GeneSys CRM provides comprehensive functionalities to manage leads effectively.

Creating a Lead

To add a new lead:

1. Navigate to Leads: Click the Leads button and expand the dropdown list.

2. Create Lead: Click the Create Lead button.

3. Fill in Details: Complete the fields in the form.

4. Save: Click “Save” to add the new lead to the system.

Viewing a Lead

To view details of an existing lead:

1. Navigate to View Leads: Access the View Leads page.

2. Lead Table: Leads are displayed in a table format with relevant details.

3. View Icon: Click the View icon in the Actions column corresponding to the desired lead to see detailed information.

Updating a Lead

To modify an existing lead:

1. Navigate to View Leads: Access the View Leads page.

2. Edit Icon: Locate the lead to be updated and click the Edit icon.

3. Modify Details: Make the necessary changes in the form.

4. Save: Click Save to apply the updates.

Deleting a Lead

To remove a lead from the system:

1. Navigate to View Leads: Access the View Leads page.

2. Delete Icon: Locate the lead to be deleted and click the Delete icon.

3. Confirm Deletion: Confirm the deletion when prompted to remove the lead.

4.4 Lead Table

The Lead Table provides a structured view of lead information with the following columns:

4.5 Action Buttons

On the right-hand side of each lead entry, there are action buttons that allow users to perform quick actions.

Each of these buttons helps users manage leads efficiently, improving communication and lead conversion.

Note: lead once promoted to a contact/account, cannot be edited later.