Tag: lead management
Explore in-depth jewellery ERP articles tagged with "lead management", covering practical methods for Indian jewellery retailers, wholesalers, and manufacturers to manage gold stock, billing, production, and compliance more effectively.
Active and Inactive Lead Tabs: See What Needs Attention, Without the Clutter
By Smit Babariya
SocioLedger's Lead module now separates leads into Active and Inactive tabs, so ongoing opportunities stay front and center while closed ones move out of the way.
Notes Field: Capture Details That Don't Fit Anywhere Else
By Smit Babariya
SocioLedger now includes a Notes field in Lead, Ledger, and User modules, giving jewelers and teams a place to record custom details specific to each entry.
Share More Than Text: File Uploads in Your WhatsApp Lead Chat
By Smit Babariya
SocioLedger's WhatsApp chat in the Lead module now supports sending PDFs, images, and videos — not just text — for richer conversations with clients.