No. A user by himself / herself cannot create a card themselves. However, in case of business requirement to add a new card, In4Velocity can create cards in the backend.

Users can hide non-mandatory fields on the lead creation form. In some cases, certain mandatory fields may also be hidden, depending on system configuration or customization options.

Qualified Leads include those entered directly into the ERP system, as well as leads received via InfoAPI. Unqualified Leads, on the other hand, are sourced from the Contact Us page and social media platforms, such as Facebook.

Although the budget may be in an approved status, it has not yet been sanctioned. For marketing requests, the budget must move to a sanctioned status after approval in order to be available for use. Approval alone is not sufficient.

Steps to Pre-feed Communication Templates:

1. Navigate to Leads > Configure > Email – SMS
2. Choose the type of template to create:
   • Click on Create WhatsApp to make a WhatsApp message template.
   • Click on Create Email Template to draft a pre-set email format.
   • Click on Create SMS Template to define a standard SMS message.
3. Fill in the Template Details.
4. Click on Create to finalize and store the template.

To import leads from external portals or third-party applications, follow these steps:

1. Go to Leads > Configure > Lead Source
2. Select the appropriate portal from the list of available third-party sources.
3. Enter the required credential details such as API key, username, password, or token provided by the external application.

Once configured, leads from the selected portal will start syncing into the system automatically or as per the scheduled import.

If you’re unable to view your team members’ data, follow these steps to check the configuration:

1. Go to Leads > Reporting To
2. Verify the reporting structure — ensure that your team members are correctly mapped under you.
3. On the Dashboard: Click the blue human icon at the top-right corner and select the team members whose data you want to view.

Yes, you can reactivate an inactive lead at any time.

Steps to reactivate a lead:

1. Search for inactive leads on the Dashboard using the search or filter options.
2. On the lead’s top right corner of the page, click on the red color InActive button.
3. Change status to Activate; choose the reason; add remarks; and update the status.
4. The lead will now be reactivated and marked as active in the system.

Yes, references can be added while creating a lead.
Steps:

1. While creating the lead, select the Enquiry Source as either Agent, Employee, or Existing Customer.
2. Based on your selection, the system will prompt you to choose the appropriate reference from the list.

Steps:

1. Open the lead and click Modify.
2. In the Assigned To field, select the appropriate employee to whom the lead should be reassigned.
3. Click Update to save the changes.

Yes, you can add more sales probability stages as needed.

Steps:

1. Go to Leads > Masters > Sales Lead Probability.
2. Click Go to view and add new probability stages.

Steps:

1. Go to Leads > Leads > Bulk Upload Leads
   Alternatively: Navigate to Sales > Leads > Bulk Upload
   
2. Click Download Template to get the Excel format.
3. Fill in the lead details in the downloaded Excel sheet.
4. Upload the completed file by clicking Choose File, then click Upload.

Steps:

1. Go to Leads > Masters > Lead Document Category
2. Click Add New
3. Enter the Name and Description of the document category
4. Click Submit

This allows you to organize lead-related documents under relevant categories for better management.

Note: To create a list for the Document Category, follow the below steps:

Steps: 

1. Leads > Masters > Masters > > Master Table > Lead Document Category 
2. Click Create on the top right of the corner. 
3. Enter the name , and add a description
4. Click Create.

Lead Created Date: This is the date manually selected by the user at the time of lead creation.

Date of Creation: This is the system-generated timestamp capturing when the lead was actually created in the system.

The Create button is used solely to create the lead record. In contrast, the Save & Continue button not only creates the lead but also automatically navigates you to the Opportunities tab, allowing you to proceed with opportunity creation immediately.

The Create Interaction button at the top-right allows users to log a new interaction for the selected customer. However, interactions created from an Opportunity are managed separately. They do not appear in the Interaction List under Leads. Such interactions are visible and editable only when the Opportunity tab is active.

Yes. Leads generated via CTI or API integrations are automatically updated with an Opportunity at the time of lead creation. The details received from the integration are added as an Opportunity under the respective Lead.

Yes. When the customer calls the number shown in a property advertisement, the inquiry is automatically linked to the correct project. The system identifies the project mapped to that phone number and creates an opportunity for your inquiry under that project.
If the phone number provided in the property advertisement is mapped to any project, the system automatically creates the Opportunity for that Lead with the corresponding project details.