EV Prospect

EV Prospect

OVERVIEW:
EV Prospects

EV Prospect process to be performed based on the buying interest of the lead. If a lead is interested in buying the EV, he is ultimately treated as a potential customer and lead is converted into the prospect.

 

PROCESS FLOW

To access enquiry process:

·        
In the Excellon 5.5 application, go to Electric Vehicle module → Vehicles→ Sales→ EV Prospects



User Interface (General)



Field Description

Field

Description

Branch

Select Branch to create enquiry.

Prospect Type

Select the type of Lead

Recorded By

Select the likely purchase date of vehicle.

Recorded date

Select the type of enquiry.

Salesperson

Enter the middle name of customer.

Assigned Date

Enter the last name of customer.

Expected Closed Date

Enter the expected date of closing the lead

Contact

Search the contact

Financier

Select the financier’s name

Financier Amount

Enter the Amount financed

Source

Enter the source

Item

Select the item

Item Name

Select the name of the item

Color

Select the color of an Item

Specification

Enter the specification

Exchange Model

Enter the name of model to be exchanged

Exchange Mfg. date

Enter the manufacturing date of model to be exchanged

Exchange Expected Price

Enter the expected price of Model to be exchanged

More details

Enter the details

Insurer Company

Enter name of the insurer

Insurance Amount

Enter name of the amount insured

HSN Code

Enter HSN Code


User Interface (Activity Details)


 

Field Description



Field

Description

Item

Select the Item

Activity

Select the name of an Activity

Activity due date

Enter the due Date of an activity

Actual Activity date

Enter the actual due Date of an activity

Actual Performed by

Select the salesperson

Activity Status

Enter the status of an activity

Completion percentage

Enter the percentage activity

Next Follow Up Activity

Select the next follow up activity

Next Follow Up Date

Select the next follow up date

Next Follow Up Remarks

Select the next follow up remarks

Actual Performed by Name

Select name of a person who performed the activity


The logic for follow up activity are as follows:

There will be four follow up activity user can take based on customer interaction. Per requirement user can change the activity date.

1.     
By default, First Follow Up activity will happen after 3 days of enquiry creation.

2.     
Second Follow Up activity will happen after 6 days of last follow up taken.

3.     
Third Follow Up activity will happen after 6 days of last follow up taken.

4.      Fourth Follow Up activity can be set by user as per customer convenience.

: User can view the applied filter at the bottom left corner of the window

Filter Editor:
User can customize the filter according to the user’s needs. He can right click on the desired filter to edit the parameters according to his requirements. He can also filter according to the desired number range, logical functions etc.



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