EV Prospects
Hindi Video Tutorial - EV Prospects
EV Prospects
OVERVIEW
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
Electric Vehicle module → Vehicles→ Sales→
EV Prospects → New Vehicle Prospect
User Interface (General)
User Interface (Model Details)
Field Description
Branch: select enquiry branch;
Prospect Type: choose lead type;
Recorded By: likely purchase timeline;
Recorded Date: enquiry date;
Salesperson: assign salesperson;
Assigned Date: assignment date;
Expected Closed Date: expected closure date;
Contact: select customer;
Financier: choose financier;
Financier Amount: enter loan amount;
Source: enquiry source;
Item: select item;
Item Name: choose product;
Color: select color;
Prospect Type: choose lead type;
Recorded By: likely purchase timeline;
Recorded Date: enquiry date;
Salesperson: assign salesperson;
Assigned Date: assignment date;
Expected Closed Date: expected closure date;
Contact: select customer;
Financier: choose financier;
Financier Amount: enter loan amount;
Source: enquiry source;
Item: select item;
Item Name: choose product;
Color: select color;
Specification: add details;
Exchange Model: enter exchange model;
Exchange Mfg. Date: manufacturing date;
Exchange Expected Price: expected resale value;
More Details: additional notes;
Insurer Company: insurance provider;
Insurance Amount: insured value;
HSN Code: product code.
Exchange Model: enter exchange model;
Exchange Mfg. Date: manufacturing date;
Exchange Expected Price: expected resale value;
More Details: additional notes;
Insurer Company: insurance provider;
Insurance Amount: insured value;
HSN Code: product code.
User Interface (Activity Details)
Field Description
•Item:
Select item;
•Activity: Select activity name;
•Activity Due Date: Enter due date;
•Actual Activity Date: Enter actual completion date;
•Actual Performed By: Select salesperson;
•Activity Status: Enter activity status;
•Completion Percentage: Enter progress percentage;
•Next Follow Up Activity: Select next activity;
•Next Follow Up Date: Enter follow-up date;
•Next Follow Up Remarks: Add follow-up remarks;
•Actual Performed By Name: Select performer name.
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.
- By default, First Follow Up activity will happen after 3 days of
enquiry creation.
- Second Follow Up activity will happen after 6 days of last
follow up taken.
- Third Follow Up activity will happen after 6 days of last
follow up taken.
- 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
Prospect Print Preview
Thank You!
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