Whenever a client sends a mail, convert a mail into a lead by clicking on the extension.
The potential businesses are converted into leads and can be contacted further. Rest of them are filtered out.
Contact the lead, discuss their requirements, and finalise the business.
Create multiple tasks, deadlines, follow ups, and assign them to the team and work on it for the desired output.
Use various resources available in the platform, accomplish the tasks, and provide an expected solution
Send an invoice including the brief description of tasks which has been done; to let the client know what they are looking for.
Once the payment is received, record the payment details including the invoice date, payment date, amount, etc.
Check the current stage, compare the performance, and increase more leads via reports available.