Sell.
do Training
Sales / Pre-sales / Managers
Lead Pipeline
Stages
Incoming – Fresh
Leads
Prospect – Leads in
follow up.
Unqualified – False
enquiry/wrong
number/budget
mismatch etc
Opportunity(hot/
warm) - Site Visits,
Re-visits
Lost – Dead after
site visits
Booked - Closed
Sell.Do Login
Page
Open Google
Chrome
Browser and enter
the URL
https://app.sell.do
Enter your
registered email
id and the
password that
you have set for
your Sell.Do accou
Pre Sales
Dashboard
Each bucket
consists of its own
criteria.
The lead will be
moved from the
bucket if
the respective
actions are taken
by the user.
The count in each
bucket has to be
Refresh
Dashboard
In order to
update the bucket
count, user can
refresh
the dashboard
by clicking on
the refresh icon
above the
reengaged
leads bucket.
There is no need
to refresh the
entire browser
for refreshing
Sell.Do Dashboard.
Mark on
Break
The users can
mark themselves
on Break
by clicking on
available button
and selecting mark
on break option.
Eventually the
calls will be routed
to the users who
are available
for attending the
call.
Once the break
period is over,
they can
mark themselves
online.
Today’s
Performance
The user can check
their individual
performance of the
current day
from Today’s
Performance sectio
n which is at
the bottom of the
main dashboard.
New Enquiries
Bucket
Criteria: All
the purely
untouched leads(n
o call attempt
made on lead)
Action: Click on the
bucket, open
a lead and place
a call on the lead
Unread
Emails Bucket
Criteria: leads with
unread incoming
emails.
Action: Click on the
bucket, open a
lead, check
the unread emails
from leads and
reply accordingly.
Missed Calls
Bucket
Criteria: Leads
with unattended
calls(missed calls)
by the user.
This includes calls
from existing and
new leads
Action: Click on the
bucket, open a lead
and make a call on
the lead.
No Future
Activity
Bucket
Criteria: Leads
with no
future followup/sit
e visit scheduled
excluding unqualifi
ed, lost
and booked stage
leads.
Action: Click on
the bucket, open a
lead, schedule
followup or site
visit of the lead. If
the lead is not
interested
mark the lead
as unqualified/lost.
Re-engaged
bucket
Criteria: Leads
which have enquired
from multiple campai
gn,source or
sub source
Action: Click on
the bucket, open a
lead and make a call
on the lead
Today’s
Agenda
All the followups
and site
visits scheduled for
the current day will
be reflecting on the
right side on
the dashboard
under Today’s
Agenda Section.
To conduct the
followup click on
the leads with
icon and place a
call on the
scheduled time
Create new
lead
If the lead is not present in
the system, create the new
lead
Click on new lead as shown
in the picture
Lead form will pop up
Lead Profiling
Form
● Fill out the lead details on
the lead form
● Click on save. A new lead
will be created in Sell.do
● Once the lead is created,
GRE can then push the
lead to the sales as
mentioned in slide 37 and
38
Handle
Incoming Call
You will see a pop
up on the
left bottom corner
whenever
an incoming call
lands on
your phone.
Click on the profile
button and answer
the incoming call.
While you are on
the call, ask
for basic
information
and requirements
of the
customer and fill it
Call Summary
Form
After the call is disconnected,
a form will appear on the
screen.
Select an outcome from
the dropdown whether
the customer was interested or
not interested.
Enter the feedback about
the call in the notes section.
If the customer has
requested for a site visit,
select schedule site visit option
and if the customer has
requested for a call back,
select schedule follow up option
and save the form.
Global search
Search lead using
phone number,
email address,
name & lead id
followed by #
Press the Enter
button.
Click on the name
of the lead from
the search result
to open the lead
overview page
to perform any
action
Lead's Profile
Page
The lead overview page is
divided into multiple
sections.
Lead details: This
displays name of the lead,
lead id, stage, last note,
enquired date & source of
enquiry in tags.
You can perform
following activities: Call,
Send Email 7 SMS, Schedule
Site Visits/follow ups and
add a note.
Activity Log - Keep a track
of each activity that has
Lead Page
4. Requirements : Check
the requirements like
unit configuration, budget &
location preference of the
lead
5. Tasks - Add or check
open tasks on the lead
6. Interested Products :
Project in each the lead is
interested in
Making a call
from system
Open the lead page.
Click on the Call icon on
the lead detail page.
Once the call is initiated,
the user will receive a call
on the soft phone.
The user has to answer the
call and then the call will
be connected to the lead
through the system.
Click on the pencil icon
next the lead name to start
filling the form
Sending
email/brochure
s Open the lead page.
Click on the Email icon
and choose compose email
Select Email type as
brochure, Product as the
project name and a
template.
Pre saved template will
appear with an
attachment.
User has to click on
send button.
Sending
SMS/EOI link
Open the lead page.
Click on the SMS icon and
choose choose sms
template
Pre saved template will
appear with the EOI link
(Picture shows dummy
template)
User has to click on send
SMS button
Scheduling a
Followup
Open the lead page.
Click on the Follow up icon
on the lead
activity section.
Set the date and time
for follow-up.
Follow up will
be automatically
conducted once call
attempt is made on the
lead on the scheduled
time.
Scheduling
a Site Visit
Open the lead page.
Click on the site
visit button.
Select the project name
from the dropdown
Set the date and time
when the customer
is expected to visit the site.
Marking Site
visit conducted
Check whether site visit
is scheduled.
Click on the 3 dot icon
& mark the site
visit conducted.
You will also be able to
cancel/reschedule the site
visit from the 3 dot icon.
Add Note
The user can add a remark
on the lead by using Add
Note option.
Reassign lead
In order to reassign a
lead to other user, open
the lead overview page.
Click on the reassign
lead icon which you will
find on more option.
Reassign lead
● Choose the team from
the dropdown
● Choose the presales
user from the dropdown
as shown in the image
Add Task
Task can be any action to
be performed on lead apart
from a basic call/email
followup or site visit. For
ex: Updating the
payment schedule for
this particular lead, etc.
Task can be lead
specific or independant
task. For ex: clearing
New enquiries bucket.
Thank you
We covered:
1) Lead's Pipeline Stages
2) Sales Dashboard
3) Lead's Activities(Call,
Email, Follow-up, Site-visit)
4) Global Search
5) Task Management
