Sales Lead Management System

Comprehensive NGO Lead Management & Workflow Automation

8

User Roles

12

Lead Statuses

15+

Database Tables

MVC

Architecture

User Roles & Responsibilities

Super Admin
  • • System administration
  • • User management
  • • Company setup
  • • Full system access
Company Admin
  • • Company-level management
  • • User administration
  • • System configuration
  • • Reporting access
Data Team
  • • Lead data entry
  • • Bulk import (CSV)
  • • Lead allocation
  • • Data deduplication
Team Leader
  • • Lead assignment to RM
  • • Approval/rejection
  • • Team supervision
  • • Quality control
Relationship Manager
  • • Client follow-ups
  • • Document collection
  • • Lead qualification
  • • Status updates
Program Functional Unit
  • • Project evaluation
  • • Resource allocation
  • • Program planning
  • • Green status approval
General Manager
  • • Agreement creation
  • • Contract management
  • • Legal coordination
  • • Final approvals
Client Experience Manager
  • • Client relationship
  • • Post-sale support
  • • Payment processing
  • • Client satisfaction

Lead Management Workflow

New Lead
→
Allocate to TL
→
Assign to RM
→
RM Work
→
Submit for Approval
→
TL Review
→
(Approved)
→
PFU Review
→
(Accepted)
→
Agreement
→
Payment
→
(Closed Won)
Lead Statuses
New
Under RM
Under TL
Yellow
Green
Agreement
Blue
Rejected TL
Key Processes
  • Follow-ups: Scheduled calls and meetings
  • Document Management: Upload and verification
  • Approvals: Multi-level review process
  • Agreements: Contract creation and signing
  • Payments: Transaction processing

System Modules

Lead Management
  • • Lead creation & editing
  • • Bulk import (CSV)
  • • Status tracking
  • • Assignment management
  • • Deduplication
User Management
  • • Role-based access control
  • • User CRUD operations
  • • Profile management
  • • Activity logging
Document Management
  • • File upload & storage
  • • Document verification
  • • Type categorization
  • • Secure file handling
Reporting & Analytics
  • • Pipeline reports
  • • Team performance
  • • Lead conversion metrics
  • • Activity dashboards
Notifications
  • • Real-time alerts
  • • Task assignments
  • • Status updates
  • • Approval requests
Security & Audit
  • • Role-based permissions
  • • Activity logging
  • • Data validation
  • • Secure authentication

Getting Started

  1. Access the Application: Navigate to the login page and authenticate with your credentials
  2. Dashboard Overview: Review your role-specific dashboard with relevant metrics and tasks
  3. Lead Management: Create, view, and manage leads based on your permissions
  4. Workflow Participation: Follow the defined workflow for lead processing and approvals
  5. Reporting: Access reports and analytics for performance tracking
Ready to Login?

Access the system with your assigned role and start managing leads.

Login Now