EV Feedback Lead

EV Feedback Lead

Hindi Video Tutorial - EV Feedback Lead



EV Feedback Lead

OVERVIEW

EV feedback lead Process enables the user to take the feedback from customer based on the enquiry for a specific model or multiple models. It consists of various questions which users will ask to customer. Based on the overall experience of the customer, the user will have to capture the answer in the utility.

Process Flow to Access EV Feedback Lead

Go to Electric Vehicle module → Vehicle → Planning → CRM → EV Feedback Lead.


EV Feedback Lead Screen Details - 
Catalogue Page

The EV Feedback Lead screen contains filters, lead details, customer details, vehicle information, source information, campaign details, and activity tracking fields.

Branch: Select the branch. Recorded By: Name of user recording feedback. Customer: Customer name. Model: Vehicle model. Vehicle: Vehicle name. Financer: Financing institution.


Feedback Entry

Fill all the details and select the date range. Select the feedback question from the predefined set of questions. Select the date of feedback taken. Select the name of a person who has taken the feedback.


Once all the details are applied through feedback details filter option, you will see the information reflecting in this catalogue page and from there you can add the customer’s answer and feedback.


Save Feedback

Once all the details are added, recheck it and click on Save option to save the feedback details.


Thank You!


 



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