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Hayat ERP · Walkthrough on real screens

Hayat ERP walkthrough: CRM: leads, pipeline and service

A 31-second screen walkthrough of Hayat ERP. The CRM dashboard: new leads, open deals, follow-ups due and service jobs. Leads: people who showed interest. Qualify them and convert to a customer and deal. The pipeline shows every deal by stage — move it along as it progresses. Calls, meetings and tasks with due dates — tick them off when done. 0:31
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Video transcript

0:06 The CRM dashboard: new leads, open deals, follow-ups due and service jobs

0:11 Leads: people who showed interest. Qualify them and convert to a customer and deal

0:17 The pipeline shows every deal by stage — move it along as it progresses

0:22 Calls, meetings and tasks with due dates — tick them off when done

0:27 Service jobs: repairs and visits, assigned to a technician, with status

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Ali AbdullahChief Executive Officer
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