Sales Lead
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.
Sales Lead
Fig 1
Step 2: Click on the Employee Master Menu under the HR module.
Sales Lead
Fig 2
Step 3: Select the required Employee which you want to create the Sales lead.
Sales Lead
Fig 3
Step 4: Here we have to click the Edit button.
Sales Lead
Fig 4
Step 5: On this Employee profile page, click the Employee Details option.
Sales Lead
Fig 5
Step 6 : Here enter the Office mail ID to add the Salesperson Email ID and click the Save button.
Sales Lead
Fig 6
Step 7 : Now, Select the Sales Module.
Sales Lead
Fig 7
Step 8 : Here we have to select the Lead Menu under the Sales Module.
Sales Lead
Fig 8
Step 9 : Now click the Create button to create the New Sales Lead.
Sales Lead
Fig 9
Step 10 : On this Sales Lead Details , we can see the Salesperson Email ID column and Select the user which we have created already.
Sales Lead
Fig 10
Step 11 : Here, fill the required details like Client, Email To, Status, Followup Date and Services then click the Save button.
Sales Lead
Fig 11
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.

Our team comprises of highly skilled individuals, who are experienced architects in designing & developing Freight forwarding & logistics software for over 20 years. They are domain experts and specialize in providing customized, user friendly and cost effective solutions. They focus on enhancing user experience and satisfaction for a sustainable relationship.