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