In this blog, we are going to see How to Add Salesperson Email ID on Sales Lead in the Fresa Application.
Step 1: Login to Fresa Application and go to the HR Module.
Step 2: Click on the Employee Master Menu under the HR module.
Step 3: Select the required Employee which you want to create the Sales lead.
Step 4: Here we have to click the Edit button.
Step 5: On this Employee profile page, click the Employee Details option.
Step 6 : Here enter the Office mail ID to add the Salesperson Email ID and click the Save button.
Step 7 : Now, Select the Sales Module.
Step 8 : Here we have to select the Lead Menu under the Sales Module.
Step 9 : Now click the Create button to create the New Sales Lead.
Step 10 : On this Sales Lead Details , we can see the Salesperson Email ID column and Select the user which we have created already.
Step 11 : Here, fill the required details like Client, Email To, Status, Followup Date and Services then click the Save button.
The above blog post explains How to Add Salesperson Email ID on Sales Lead in the Fresa Application.
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Fresa Technologies Inc is an independent, neutral and professional software company that provides IT and IT enabled services with focus on providing solutions to Freight forwarding and shipping industries.Fresa Technologies also focus on developing cost effective and efficient Freight Forwarding Software Applications with a user friendly interface and back office solutions. It also focuses on infrastructure and hardware support such as developing & maintaining websites and Mail Services.
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