CRM & Leads

CRM & Leads - User Manual

Manage customer leads, follow-up activities, sales status and communication records.

Step 1 - Manage Leads

1. Login to KinfoPRO.
2. Open CRM & Leads.
3. Review the existing lead records.
4. Add a new lead using the available form.
5. Verify the customer's information.

Step 2 - Update Sales Status

1. Select the customer lead.
2. Review the current status.
3. Choose an appropriate available status.
4. Save the changes.

Step 3 - Follow-up & Notes

1. Select a lead requiring follow-up.
2. Update the follow-up information.
3. Add notes about the customer conversation.
4. Save and review the updated record.

Step 4 - AI Reply Suggestion

Where available, use the AI Reply Suggestion feature to prepare a response to the customer. Review the suggestion before sending it.

Step 5 - WhatsApp Consent

Record and maintain the customer's WhatsApp communication consent. Do not treat the existence of a lead record as permission to send marketing.

FAQ & Troubleshooting

Cannot access CRM?

Confirm that your account is logged in and has the required CRM module permission.

Follow-up is not updated?

Check required fields and confirm the changes have been saved successfully.

AI suggestion is inaccurate?

Review the customer context and edit the suggested response before using it.