Vehicle sales EV Lead

Vehicle sales EV Lead


OVERVIEW: EV Lead

EV Leads process records the interest of a customer in one or more models. Enquiry for models is obtained by various sources such as reference, telephone, e-mail, SMS. An enquiry process captures the basic information of customer such as name, address, age group, mobile, e-mail id etc. Enquiries are generated with open status and remains so unless a booking has been created for that Enquiry or it has been marked as ‘Drop Out’. Using enquiry process, user can do follow ups and record further interactions with customer.

 

PROCESS FLOW

To access enquiry process:

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

User Interface (General Tab)

Field Description

Field

Description

Branch

Select Branch to create enquiry.

Lead Type

Select the type of Lead

Enquiry Channel

Select the source of enquiry.

Recorded By

Select the salesperson who recorded the lead

Recorded date

Select the date of lead recorded.

Source

Select the Source of information

Payment Mode

Mode of Payment

Salesperson

Select the salesperson

Assigned Date

Enter the date of assignment

Expected Closed Date

Enter the expected date of closing the lead.

POS

Select the Point of Sales

GST Number

Enter the GST number

Transaction Type

Select the type of transaction

Current Two-Wheeler

Enter the name of current Two-wheeler owned.

Contact

Search the contact

First Name

Enter the First name of customer.

Middle Name

Enter the Middle name of customer.

Last Name

Enter the last name of customer.

Gender

Select the Gender.

Date of Birth

Enter the date of birth

Contact Rating

Rate the contact

Communication Language

Language of communication

Address Line 1

Enter the address of customer in address line 1.

Area

Select the area of customer.

Zip

Select the zip code.

E-mail

Select the riding preference of the customer.

Mobile-No.

Select salutation for customer.

City

Enter the first name of customer.

Model

Select the model

Color

Select the color

HSN Code

Enter the HSN code

Qty

Enter the quantity

Rate

Rate the communication

E-Vehicle Type

Enter the type of E-vehicle

Discount

Enter the amount of discount.

Top Preferences

Select top preferences

Exchange Model

Enter the of vehicle model to Exchange

Exchange Mfg date

Enter the manufacturing date of the model to be exchanged.

Exchange Expected Price

Enter the expected date of exchange

More details

Enter more details

CGST %

CGST percentage

CGST

CGST Amount

SGST %

SGST percentage

SGST

SGST Amount

FAME II Subsidy

FAME II Subsidy

Amount

Total amount to be Paid


User Interface (Activity Details)


Field Description

Field

Description

Financier

Select accessory number.

Financier Amount

Displays accessory name.

Financier Estimate

Displays accessory description.

Model

Enter the qty of accessory.

Performed By

Displays the rate of an accessory.

Activity

Displays the total amount of accessory.

Activity due date

Due date of a test ride

Actual Activity date

Actual date at which test ride taken

Actual Performed by

Salesperson/Person who performed the activity

Activity Status

Status of an activity

Completion percentage

Percentage of completion

Next Follow Up Activity

Activity to be performed for next follow up

Next Follow Up Date

Date of follow up activity

Next Follow Up Remarks

Remarks for next follow up activity

Remarks

 Remarks, if any.

User Interface (Test Ride)


Test ride feedback form is mandatory for user to fill. When test ride offers to customer at the time of enquiry then   customer either can opt of test ride or can deny of taking.


Field Description

Field

Description

Activity

Select the activity

Chassis No

Enter the chassis No.

Slot Date

Select activity slot date

Slot Time

Select activity slot

Activity Date

Select activity date.

Schedule Start date

Enter remarks based on the interaction with customer.

Schedule end date

Displays the next follow up date.

Actual start date

Select the next follow up activity.

Actual End date

Enter next follow up activity remarks.

Test Ride Location

Select the location of test drive

Address

Select the address

Cancel Reason

Enter the reason for cancellation

Cancel Remarks

Enter the remarks for cancellation

Reschedule Date

Enter the date of reschedule

Reschedule Reason

Enter the reason for reschedule

Feedback Date

Enter the date at which feedback is taken

Feedback Question

Select the question to take feedback

Feedback Answer

Enter the answer

Feedback Remarks

Enter the remarks of feedback

Activity Status

Select the status of the activity



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