Author: tam_user

The My Leads section consists of a list of potential customers that can be converted into actual customers. To access My Leads, please follow these steps:

The My Contacts section contains the data of customer contacts with whom we have potential business opportunities. To see the list of all contacts you can follow these steps:

The My Opportunities section consists of a list of potential transactions or deals for the company. Along with the list, you can find information such as the deal amount and closing date. To access the list of transactions or deals on the My Opportunities page, please follow these steps:

The My Accounts section includes a list of prospect companies targeted for transactions or deals. To view the list of companies on the My Accounts page, please follow these steps:

The My Tasks section includes a list of current and future tasks that require attention. To view the tasks in My Tasks, you can follow these steps:

Sales Journey In QCRM, agents are individuals responsible for converting leads, engaging with customer contacts, and managing opportunities throughout the sales process. The following outlines the journey agents take to close deals with QCRM. Difference between Leads, Contacts, and Accounts In Customer Relationship Management tools, there are often different definitions of the term “leads”, “contacts”,…

Within the QCRM Dashboard menu, you can view a summary of ongoing activities as well as upcoming tasks. The Dashboard menu consists of several sections, including:

Customer Relationship Management (CRM) is a system used to manage the relationship between prospects and customers. Qiscus has a QCRM feature that will make it easier for you to manage customers and sales processes in one dashboard. Qiscus Customer Relationship Management (QCRM) assists you in effectively managing your customers throughout the sales process on a…