EIBS® | Manage Lead

Fix Template
Started At 12:00 PM

Total Hours : 00:00:00

Customer

Followup Lead

Hot Lead

Followup Pending

Total Leads Upto ( Jan-2026 )

2,014

Lead	Registered Date	Telecaller	Potential Type	Lead Group	Action
Amazon Pvt.Ltd Priya dharshini +91 9876543210	07-Mar-2025	Aarav 2 Google Ads	Add Potential Premium Potential High Potential Good Potential Medium Potential Critical Potential Low Potential	Raw Data March	Dead Lead Appointment
Zoho Pvt.Ltd New Lead Kathiravan +91 8865432100	05-Mar-2025	Vishnu 2 Email		Raw Data March	Dead Lead Followup Note
Amazon Pvt.Ltd Maheshwari +91 8865432187	05-Mar-2025	Aarav 2 Direct Call		March 2025	Dead Lead Followup Note

Totals

Leads

ACR

Follow-up

Month (Jan)

Leads

Conversion

Follow-Ups

Pending

Un-followed

Reschedule

Quick Lead Add Spam

Lead

Gender

Lead Type

Lead Source

Potential Type

Status

Date

Today

Start Date

End Date

This Month

From Date

To Date

Show

Bulk Transfer Add Lead

Company/Mobile	Lead/Mobile	RD / LFD	Sales Person	Lead Source	Potential Type	Status	Action
Amazon Pvt.Ltd +91 9876543210	Priya dharshini +91 9876543210	07-Mar-2025 17-Mar-2025 10 Days	Aarav 2	CloudCall		Contacted Inactivate Interested Not Interested	Appointment Internal Calls Requirements View Edit
Zoho Pvt.Ltd New Lead +91 8865432100	Nandhini +91 8865432100	05-Mar-2025 16-Mar-2025 12 Days	Vishnu 2	Justdial	Add Potential Premium Potential High Potential Good Potential Medium Potential Critical Potential Low Potential	New Lead Inactivate Interested Not Interested	Appointment Internal Calls Requirements View Edit
Pennal Pvt.Ltd +91 6587485412	Akash +91 6587485412	07-Mar-2025 17-Mar-2025 10 Days	Megala 2	CloudCall		Interested Inactivate Interested Not Interested	Appointment Internal Calls Requirements View Edit
Keygen Pvt.Ltd +91 8745896987	Lavanya +91 8745896987	07-Mar-2025 17-Mar-2025 10 Days	Megala 2	CloudCall		Not-Interested Lead Inactivate Interested Not Interested	Appointment Internal Calls Requirements View Edit
Amazon Pvt.Ltd +91 8865432187	Madhan +91 8865432187	03-Mar-2025 16-Mar-2025 14 Days	Vishnu 2	Tracker	2 !	Followup Scheduled Inactivate Hot Lead	Appointment Internal Calls Requirements View Edit
Akko Info Tech +91 7358110788	Vivek +91 7358110788	03-Mar-2025 16-Mar-2025 14 Days	Aarav 2	Direct Call	1	In Discussion Inactivate Hot Lead Drop Lead Spam Lead	Appointment Internal Calls Requirements View Edit
Milennial Info Tech +91 9865895201	Sahana +91 9865895201	03-Mar-2025 16-Mar-2025 14 Days	Anandhi 2	Direct Call	1	Proposal Sent Inactivate Hot Lead Drop Lead Spam Lead	Appointment Internal Calls Requirements View Edit
Polygon Primer Solutions +91 9685745874	Kevin +91 9685745874	03-Mar-2025 16-Mar-2025 14 Days	Anandhi 2	Direct Call	1	Finalization Stage Inactivate Hot Lead Drop Lead Spam Lead	Appointment Internal Calls Requirements View Edit
Hexa tires Pvt.Ltd +91 8899887744	Dharika +91 8899887744	01-Mar-2025 15-Mar-2025 16 Days	Vishnu 2	Email		Negotiation Inactivate Hot Lead Drop Lead Spam Lead	View
Minutemail Service Ltd +91 9696963251	Karan +91 9696963251	01-Mar-2025 15-Mar-2025 16 Days	Vishnu 2	Email		Advance Paid Inactivate Hot Lead Drop Lead Spam Lead	View
Lalitha Garments Pvt.Ltd +91 9874256104	Ashok +91 9874256104	01-Mar-2025 15-Mar-2025 16 Days	Vishnu 2	Email		Agreement Sent Inactivate Hot Lead Drop Lead Spam Lead	View
Nandhini Oil Pvt Limited +91 8987485749	Ganeshan +91 8987485749	01-Mar-2025 15-Mar-2025 16 Days	Vishnu 2	Email		Agreement Signed Inactivate Hot Lead Drop Lead Spam Lead	View
Zoho Pvt.Ltd +91 7358110788	Durga +91 7358110788	01-Mar-2025 15-Mar-2025 16 Days	Vishnu 2	Email		Closed Won	View
Old Exports Pvt.Ltd +91 9898698985	Karthik +91 9898698985	01-Mar-2025 15-Mar-2025 16 Days	Vishnu 2	Email		Onboarding	View
Zoho Pvt.Ltd +91 98765XXXXX	Iniya +91 98765XXXXX	28-Feb-2025 15-Mar-2025 17 Days	Aarav 2	WebSite		Dead Lead Awaiting
Maruthi Automobiles Pvt.Ltd +91 874589XXXXX	Ravindhran +91 874589XXXXX	28-Feb-2025 15-Mar-2025 17 Days	Aarav 2	WebSite		Closed Lost
Infosys +91 9876567XXXX	Lakshimi +91 9876567XXXX	28-Feb-2025 15-Mar-2025 17 Days	Aarav 2	Direct Call		Spam Awaiting
Google Pvt.Ltd +91 98765XXXXX	Yamini +91 98765XXXXX	27-Feb-2025 13-Mar-2025 18 Days	Vishnu 2			Inactive Activate

Lead	Mobile	Sales Person	Lead Source	Followup Time	Followup Status
Zoho Pvt.Ltd Siva subramaniyan 07-Mar-2025	+91 7708983305	Aarav	Direct Call	12:00 PM	Completed
Mass Pvt.Ltd Ramesh 07-Mar-2025	+91 8778953607	Aarav	Direct Call	11:45 AM	Completed

Verified Spam

Not Verify Spam

Lead	Mobile	Sales Person	Reason	TL Status	BH Status
Google Pvt.Ltd Suman 07-Mar-2025	+91 7428502897	Aarav Direct Call	Irrelevant Call [ Looking for job related to washing machine, fridge service ]	Waiting for Approval Verify Spam Convert Lead	Waiting for TL Approval
Vee Pvt.Ltd Sithik 07-Mar-2025	+91 8524897443	Aarav Direct Call	Hindi Calls	Waiting for Approval Verify Spam Convert Lead	Waiting for TL Approval
Zeal Pvt.Ltd Harish 07-Mar-2025	+91 8807366854	Varathan Whatsapp	Hindi Calls	Approved	Waiting for Approval Verify Spam Convert Lead
zenni Pvt.Ltd santhoshika 04-Mar-2025	+91 8122697498	Varathan Direct Call	Others	Approved	Approved
Texas Pvt.Ltd Nilofer 04-Mar-2025	+91 6374240992	Vishnu Direct Call	No Enquiry From Lead	Approved	Approved

Verified Dead Lead

Not Verify Dead Lead

Lead	Mobile	Sales Person	Reason	TL Status	BH Status
Mass Pvt.Ltd Mahalakshmi 07-Mar-2025	+91 9894075505	Aarav Direct Call	No Response from Lead	Waiting for Approval Verify Drop Convert Lead	Waiting for TL Approval
Megha info. Tech Vignesh 04-Mar-2025	+91 6379729214	Aarav Direct Call	Lead Said Don't Call Me Again	Waiting for Approval Verify Drop Convert Lead	Waiting for TL Approval
Venus info.tech santhoshika 04-Mar-2025	+91 9363093436	Varathan Whatsapp	No Response from Lead	Approved	Waiting for TL Approval Verify Drop Convert Lead
Megha info. Tech Subathra 04-Mar-2025	+91 6381633923	Varathan Direct Call	No Response from Lead	Approved	Waiting for TL Approval Verify Drop Convert Lead
fransisco info.Tech Naresh Kumar 04-Mar-2025	+91 8838348595	Vishnu Direct Call	Lead Said Don't Call Me Again	Approved	Approved

Lead	Mobile	Sales Person	Reason / Comments	Status
Megha info. Tech Yogalakshmi 07-Mar-2025	+91 8122374265	Aarav Direct Call	No Response from Lead	Waiting for Approval Approve Reject
Mass Pvt.Ltd Aashika 07-Mar-2025	+91 7550160895	Aarav Direct Call	Lead Said Don't Call Me Again	Approved
Zoho Pvt.Ltd Karthick 07-Mar-2025	+91 9360152493	Aarav Direct Call	Projects	Reject

Create Quick Lead

Company Name*

Company Mobile Number*

Lead Name*

Mobile Number*

Product Type*

Lead Source*

Comments

Company Logo

Allowed JPG, PNG. Max size of 800K

View Lead - Active

Basic Information

LD-0003/24

Registered Date : 07-Mar-2025

Lead : Priya

Gender : Female

DOB : 24-Apr-1998

Email ID :

priya@gmail.com

Address : 1, Bharathiyar Street, Madurai, Tamil Nadu, India - 625012

Mobile No : 9876543210

Alternate Mobile No : 8976543210

Marital Status : Un Married

1
2
9/10

Lead Type : Student

Potential Type :

Premium Potential

Lead Source : Website

University : Madurai Kamarajar University

Category : Development Services

Service : Computer Science- BlockChain technology-ML/DL

Comments

Last Follow Up Date / Time	Followed By	Conversation	Reason
03-Mar-2025 11:00 AM	Aarav	-	Call Not Picked by lead

Date / Time	Category	Conversation	Reason	Status
05-Mar-2025 10:00 AM	Walk-in	Accepted for thesis writing services.	-	Completed
04-Mar-2025 11:00 AM	Walk-in	-	Call Not Picked by lead	Cancelled

Create Appointment - Priya

Appointment Category*

Appointment Date*

Department *

Assigned Staff*

Appointment Reason*

Meeting Link*

Meeting Password

Description

Assign Requirements - Active

Priya 9876543210

Google Ads

Sales Person : Aarav

Registered Date : 07-Mar-2025

Requirement Analyst*

Requirement Date*

Requirement Title

Requirements Point*

Documents

Drag & Drop your files here or click to select

Assign Requirements

Lead Transfer Log Details

Lead : Priya

Lead Source : Website

Mobile : +91 9876543210

Registered Dt : 07-Mar-2025

Staff	Transfered From	End Date	Duration
Aarav	Direct Lead	-	0 Days

Priya [ +91 9876543210 ] Call History

Incoming Calls

Communicator	Call Date	Start Time	End Time	Duration
Aarav 9788184348	08-Mar-2025	10:41:33 AM	10:41:41 AM	00:00:08

Outgoing Calls

Communicator	Call Date	Start Time	End Time	Duration
Aarav 9788184348	08-Mar-2025	02:20:00 PM	02:21:20 PM	00:01:20
Aarav 9788184348	08-Mar-2025	11:00:02 AM	11:01:10 AM	00:01:08

Missed Calls

Communicator	Call Date	Start Time	End Time	Duration
Aarav 9788184348	08-Mar-2025	10:40:05 AM	10:40:07 AM	00:00:02

Missed Calls

Communicator	Call Date	Start Time	End Time	Duration
Aarav 9788184348	08-Mar-2025	11:03:21 AM	11:03:21 AM	00:00:00
Aarav 9788184348	08-Mar-2025	11:01:20 AM	11:01:20 AM	00:00:00
Aarav 9788184348	08-Mar-2025	11:00:04 AM	11:00:04 AM	00:00:00

Followup Report

Madhan +91 8865432187

Amazon Pvt Ltd +91 9874523641

Follow Up Time : 10:20 PM

Dialed Call : 9

Follow Up Date : 07-Mar-2025

Answered Call : 8

Progressed*

Yes

Conversation Message*

Positive

Negative

Neutral

Last Followup Date / Time	Followed By	Conversation	Reason
05-Mar-2025 10:00 AM	Aarav	-	-
04-Mar-2025 11:00 AM	Aarav	-	Call Not Picked by lead

Date / Time	Category	Conversation	Reason	Status
05-Mar-2025 10:00 AM	Walk-in	Accepted for thesis writing services.	-	Completed
04-Mar-2025 11:00 AM	Walk-in	-	Call Not Picked by lead	Cancelled

New Followup

Madhan +91 8865432187

Amazon Pvt Ltd +91 9874523641

Followup Date

Followup Time

Reschedule Count 0

Last Followup Date / Time	Followed By	Conversation	Reason
03-Mar-2025 11:00 AM	Aarav	-	Call Not Picked by lead

Date / Time	Category	Conversation	Reason	Status

Proposal Detail

02 PRO-003670/04/2025

Proposal Date - 02-Apr-2025

Validity Date - 07-Apr-2025

Total Amount - ₹ 1,21,068

01 PRO-003669/03/2025

Proposal Date - 27-Mar-2025

Validity Date - 31-Mar-2025

Total Amount - ₹ 1,36,998

Proposal Detail

02 PRO-003670/04/2025

Proposal Date - 02-Apr-2025

Validity Date - 07-Apr-2025

Total Amount - ₹ 1,21,068

01 PRO-003669/03/2025

Proposal Date - 27-Mar-2025

Validity Date - 31-Mar-2025

Total Amount - ₹ 1,36,998

Notifications

Click Here To Upload The Lead Data

1. What is the Type of Company? *

2. What is your monthly turnover? *

3. How many employees does your company have? *

4. Do you promote your business online? *

5. Which platforms are you using? *

6. Do you have a website? *

7. What is your marketing budget monthly? *

8. Do you use any CRM software? *

9. Are you looking to expand your business in the next year? *

10. Accept to share these details for business-related queries? *