Transcript Slide 1

Welcome to IndianMoney.com
CRM Application Training
Suvision Holdings Private Limited
No 16, Apple-Villa, Lalbagh Road,
Bangalore, India – 560027
Email – [email protected]
www.IndianMoney.com
Associate Care – 08064554040
09243404040
This is your Login Home Page, where you can see your profile and
account details. Also you can see the last login details. For Customer
Details Click on Lead Pool and then click on View all (This is highlighted
in Red.
You have to click on “Lead Pool” and then on “View All” from your login
home page to view all the leads transferred to you from
IndianMoney.com. If You click on the customers name you will be taken to
the next page.
This is how you see the lead details. To Set a new status message for the
lead you have to click on the Highlighted Icon
When you click on the Icon which is next to the Status, You
will get the feature to Update the follow Up Status of the
Lead. Also, by using the same facility you can send the
transfer back request as shown in the next slide.
You can send transfer back
request to IndianMoney.com
team using this window. While
sending the request, you must
quote the actual reason which is
eligible for Replacement.
Here, you can see the action
summery. Like, the interaction
you had with the customer in
the past.
This is
where you
need to
update
your Profile
You need click on “Subscriptions and the on
Subscribe New” to subscribe to
IndianMoney.com Lead Packages. And then
you have to choose the respective lead
package in the drop down menu highlighted.
After selecting your
Subscription Package,
you have to choose
the payment mode in
the drop down menu
highlighted. Then you
have to Submit, so
that you will be
entering to
CCAvenue Page
Details of
order
This is how CCAvenue Payment
Gateway page looks, here you
need to update your payment
information to complete the
Transaction. Once your
payment is successful, your
account will be activated and
You will start receiving leads.
Thank You for Attending IndianMoney.com CRM
Application Training Session. If you still need
assistance in using your CRM window, please
call us on 08064554040/ 09243404040
Suvision Holdings Private Limited
No 16, Apple-Villa, Lalbagh Road,
Bangalore, India – 560027
Email – [email protected]
www.IndianMoney.com
Associate Care – 08064554040
09243404040