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Sales CRM Form
Enter details of Leads / Inquiries / Cases
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Contact Details
Mention Customer details here. Under Company Name, enter the Bank Name.
Contact Name
*
Your answer
Phone
*
Your answer
Company
*
Choose
ICICI Bank
Axis Bank
HDFC Ltd.
Federal Bank
Kotak / HDFC Bank
SBI / IDBI Bank
Citibank / SCB
TATA Capital / PNB Housing
Lead Source
*
Choose
Direct Customer
Broker
Builder
Chartered Accountant
Financial Advisor
Loan Associate
Banker
BNI
Lead Source Name
Your answer
Sales Person Email
*
Select the sales person to who this is assigned
Choose
aditya@loanbroker.in
santosh@loanbroker.in
ikram@loanbroker.in
mukesh@loanbroker.in
sachin@loanbroker.in
dinesh@loanbroker.in
siddharth90a@gmail.com
caprabhat@outlook.com
avacapitalcraft@gmail.com
anand.maheshwari7@gmail.com
dpparnami@yahoo.co.in
Neeraj.grover@yahoo.co.in
enter.sg18@gmail.com
Requirement Details
Mention Product Type
Category
Product\Requirement Category
Choose
Home Loan
Home Loan BT
Plot Loan
Plot Loan + Construction
Top-up Loan
BT+Topup
NRI Home Loan
LAP
LAP BT
NRP
Property Overdraft
Business Loans
Case / Property Details
Please describe the details of the Property or any other details
Your answer
Forecast Amount
Estimated value of inquiry in Rs if known
Your answer
Sales Stage
*
Current stage of the inquiry
Choose
Lead Stage
File in Office
File Login
File Sanction
Docket Login
Docket Disbursed
File Reject
Cm Withdrawn
Status
Mention Status of lead here
Win Probability
What are the chances of winning the order from 0 to 100 %
Choose
25
50
75
100
Expected Close Date
*
MM
/
DD
/
YYYY
Next Steps
*
Choose
Call to fix meeting
Pick-up Documents
File completion in office
File to be login
File queries to be resolved
File to be sanctioned
File sanction letter collected
Docket to be signed
Docket completion in office
Docket to be login
Docket queries to be resolved
Docket to be disbursed
Transaction to be done
Next Followup Date
*
MM
/
DD
/
YYYY
Update Remarks
Your answer
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