OVERVIEW: EV Lead
EV Leadsprocess records the interest of a customer in one or more models. Enquiry formodels is obtained by various sources such as reference, telephone, e-mail,SMS. An enquiry process captures the basic information of customer such asname, address, age group, mobile, e-mail id etc. Enquiries are generated withopen status and remains so unless a booking has been created for that Enquiryor it has been marked as ‘Drop Out’. Using enquiry process, user can do followups and record further interactions with customer.
PROCESS FLOW
To access enquiry process:
· In the Excellon 8.0 application, go to Electric Vehicle module → Vehicles→ Sales→ EV Lead
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