ACMIILCRM

by contact no

by client code

by email id

by name

by pan no

by aadhar no

Employee Name

Client Profile
Reports
Support
Leads
Call Recordings
StockBasket JV Data
StockBasket Trade Data

PAN

Name	Description	Type	Additional information
PANNumber		string	None.
DateOfBirth		string	None.

1

2 ABC

3 DEF

4 GHI

5 JKL

6 MNO

7 PQR

8 STU

9 VWXYZ

*

0 +

#

CALL

View Lead ID - 00

×

Name – Rohit More

Email ID – rohit@gmail.com

Contact No – 9876543210

Lead Score – 87 9876543210

Lead Status – New

Comment (by Agent Name on dd/mm/yy; 00:00)

Lorem Ipsum is simply dummy text of the printing and typesetting industry.

Lead ID - 001

Lead Generation Date – DD/MM/YY

Lead Generation Time – 00:00

Edit Close

Edit Lead ID - 00

×

Name – Rohit More

Email ID – rohit@gmail.com

Contact No – 9876543210

Lead Score – 87

Lead Status –

Comment (by Agent Name

Lead ID - 001

Lead Generation Date – DD/MM/YY

Lead Generation Time – 00:00

Save Close

Create Campaign

×

Campaign Owner –

Campaign Name –

Type –

Product -

Start Date -

End Date –

Status –

Description Information :

View Campaign ID - 00

×

Name – Rohit More

Email ID – rohit@gmail.com

Contact No – 9876543210

Lead Score – 87 9876543210

Lead Status – New

Comment (by Agent Name on dd/mm/yy; 00:00)

Lorem Ipsum is simply dummy text of the printing and typesetting industry.

Lead ID - 001

Lead Generation Date – DD/MM/YY

Lead Generation Time – 00:00

Edit Close

Add New User

×

User Code –

User Name –

Department –

Email Id –

Reporting to -

Branch -

Assign Role –

Add Close