LionCRM.IN Help Centre
Welcome to the LionCRM Help Centre. Explore our step-by-step guides to learn how to manage telemarketing data, leads, follow-ups, schedules, orders, service reports and business reports.
Help Topics
Telemarketing Data Creation
Learn how to create and manage telemarketing data, enter customer information and prepare records for sales activities.
How to Add a Lead
Step-by-step instructions for creating a new sales lead, entering customer details and assigning the lead to the appropriate employee.
How to Follow Up a Lead
Learn how to follow up with customers, record communication details, update lead progress and plan the next follow-up.
Schedule Calendar
Understand how to use the schedule calendar to organize customer appointments, follow-up activities and planned tasks.
Convert Lead into Order
Learn how to convert a qualified sales lead into an order and continue the customer sales process in LionCRM.
Post-Order Management
Understand the activities performed after an order is confirmed, including order tracking and post-order updates.
Mobile Service Report
Learn how to create, complete, save and submit customer service reports using a mobile phone.
Upload Scanned Service Report
Step-by-step instructions for uploading scanned service report documents and maintaining service records.
Reports & Excel Export Help Guide
Learn how to view business reports, review sales and customer information, and export report data into Excel.