The leads will be automatically allocated to the sales team member based on various pre-defined settings that you have defined in the settings panel. There is no need for you to allocate the leads manually. If required, you can do that as well.
DCS
By Reaching to the “PATIENT CONFIRMATION “Section admin can see all Patient’s Confirmation details. By Click on view Icon admin can view, edit and delete Patient’s Confirmation details and can add new product, new insurance , new audio, and new comment.
Lead Verification
Arriving to the “LEAD VERIFICATION“ admin can see all new lead details. By Click on view Icon admin can view and By Click on lead ID admin can edit details and can add new product, new insurance, new audio, and new comment.
Shipment
Billing
Test Result
Completed
With the simplified & custom dashboards, it is much easier to understand the business growth than ever before. Also, with the help of the Sales Pipeline Graph, you can easily predict the expected closure for the upcoming months