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📌 1. What is a Lead?

A Lead is any person or organization that shows interest in Udyamkart’s services (ERP, Website, Software, IT solutions).

Examples of Udyamkart leads:

• School principal asking for ERP demo

• College admin requesting website

• Business owner wanting software

• Startup founder needing IT support

A lead is NOT a customer until they convert.

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📌 2. Lead Stages (Lifecycle)

Every lead in CRM passes through these stages:

1️⃣ New Lead

Freshly added, no contact made yet.

2️⃣ Contacted

First call/message completed.

3️⃣ Qualified Lead

Lead has real interest & budget.

4️⃣ In Progress

Follow-ups, demos, proposal discussion.

5️⃣ Proposal Sent

Documentation, pricing or quote shared.

6️⃣ Negotiation

Discussion on price, features, timeline.

7️⃣ Converted (Customer)

Lead becomes a client.

8️⃣ Lost Lead

Lead no longer interested or unresponsive.

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📌 3. Lead Sources (Very Important)

Leads can come from many channels. CRM must record the source:

• Website contact form

• WhatsApp

• Facebook ads

• Google ads

• Instagram

• Referal

• Phone call

• Email inquiry

• Walk-in client

Why?
👉 To identify which marketing channel works best for Udyamkart.

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📌 4. How to Add a Lead in CRM (Step-by-Step)

1. Click on Add Lead

2. Enter details:

   • Name

   • Phone

   • Email

   • Company/School/College

   • Requirements

3. Select Lead Source

4. Assign to team member (optional)

5. Set first follow-up date

6. Save

Every entry must be accurate.

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📌 5. Lead Qualification (Deciding Good Vs Bad Lead)

A lead is “Qualified” when they have:

✔ Need
✔ Budget
✔ Authority to decide
✔ Clear timeline

A lead is NOT qualified when:
❌ No budget
❌ Not interested
❌ Just collecting information
❌ Fake number

Interns must quickly identify qualified vs unqualified leads.

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📌 6. Follow-up System (Very Important)

Leads convert only through consistent follow-up.

Types of follow-up:

• Call

• WhatsApp

• Email

• Meeting

• Proposal follow-up

• Reminder follow-up

CRM should always record:

• Time

• Date

• Summary of conversation

If not recorded → lead becomes cold.

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📌 7. Lead Priority Levels

High Priority (Hot Lead)

• Ready for purchase

• Asking for proposal

• Requested demo

Medium Priority (Warm Lead)

• Interested but needs persuasion

Low Priority (Cold Lead)

• Long-term

• No immediate need

Assigning priority helps team focus correctly.

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📌 8. Lead Assignment (Team Distribution)

Udyamkart leads must be assigned to:

• Sales interns

• Sales team

• Support team

• ERP team

Benefits:

• No confusion

• No duplicate calls

• Faster response

CRM shows which team member owns which lead.

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📌 9. Notes & Communication Log

Every lead interaction must be recorded:

• Call summary

• Questions asked

• Client requirement

• Next step

• Document shared

This helps other team members understand lead history.

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📌 10. Lead Conversion Process

The steps to convert a lead into a customer:

1. Contact lead

2. Explain services

3. Schedule demo

4. Send proposal

5. Handle objections

6. Close negotiation

7. Mark as Converted in CRM

8. Move to onboarding team

Intern must update CRM after EVERY step.

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📌 11. Lead Filtering & Search

Essential filters interns must use:

• Lead source

• Date created

• Lead priority

• Lead status

• Team member assigned

• Region (if applicable)

This helps manage hundreds of leads efficiently.

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📌 12. What Interns Must Learn in Module 3

By the end of Module 3, interns must be able to:

✔ Add leads correctly
✔ Update lead stages
✔ Set follow-ups
✔ Record communication
✔ Assign leads
✔ Track pipeline
✔ Identify qualified vs unqualified leads
✔ Convert leads properly

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🎓 Module 3 Practical Assignment

1️⃣ Add 10 demo leads into CRM
2️⃣ Assign 5 leads to yourself, 5 to team members
3️⃣ Set follow-up date for each lead
4️⃣ Change status of each lead twice
5️⃣ Create a report on 3 qualified leads
6️⃣ Describe lead source and priority