Here You can create the leads.

1. Log into your Accozen console sso.accozen.co.in with your Username and Password.

2. Login> CRM> Leads.

Notes: (The field After (*) mark for required field)

1.Search– lead can be searched by entering by Name, Email, Account No., Pan No. and Aadhar no.

2. Click Add New option to add lead into your organization. Enter the following details.

Notes: (The field After (*) mark for required field)

Applicant Personal details

Applicant Status and Name*– Enter the name of the applicant person.(Eg. Mr. Magesh)

Relationship status and name – Enter the Member Relation’s name.(Eg. D/o. Yogesh)

DOB – Enter the Date of Birth of applicant.

Wedding Date– If Married member can enter the date and which is optional. It’s used to search applicant easily. 

Gender– Choose the gender

Pan No– Enter your Member’s pan card number 

Verified*– You can check with the verification of Applicant and click Yes or no.

SMS*- You can check with the SMS verification of Applicant and click Yes or no

Mobile*– Enter the mobile number of the applicant.

Whatsapp Mobile No.- Enter the whatsapp mobile of the applicant

Tel – Enter the telephone number of the applicant.

Tel(office)– Enter the telephone office number of the applicant.

Email Id– Enter the Email id of the applicant

Bank details

Bank Name– Enter the bank name of the applicant.

Account Type– Select the type of the account (eg. Saving)

Account No.– Enter the account number of the applicant

IFSC– Enter the IFSC code of the account of the applicant.

Last Transaction Date– Enter the last transaction date of the account

Current Residential Address

House Number– Enter the house number of the applicant.

Floor– Enter the floor details .

Street No–Enter the street details .

Street Name–  Enter the street name.

Area–Enter the area of the applicant.

Landmark –Enter the landmark of the applicant.

City–Enter the city.

State–Enter the state.

Pincode– Enter the pincode details.

Primary–You can choose primary address of applicant and click Yes or no.

To edit Applicants, 

Leads can be edited in the list by double clicking the Applicant’s name.

Photo– You can upload profile picture of the Applicants to identify.

Click Submit to save your lead. 

Lead Details Info–Personal Details, Bank details, Current Residential address, Permanent address, Business /Working address, Nominee details , Declaration of Guarantee and Guarantor details, Introduced Details and Attached proof details – you can select particular details to fill up or edit.

Add Prospect –You can add the prospect in lead list.