Comprehensive Guide to Configuring Indiamart Settings in BizCRM

STEP 1: Click on "Settings" in the BizCRM App

• Navigate to the BizCRM dashboard at bizcrmapp.com.
• Locate the "Settings" option in the sidebar menu.
• Click on "Settings" to access the configuration options.
• Proceed to the next step to go to "Indiamart Settings".

STEP 2: Click on "Indiamart Settings"

• Navigate to the "Indiamart Settings" option in the left sidebar.
• Click on it to access the settings page.
• Ensure to fill in the required fields marked with an asterisk (*):
  • Company Name
  • Company Phone
  • Company Email
• Review optional fields as needed.
• Click "Save" to apply your changes.

STEP 3: Select "Indiamart Lead Setting"

• Click on the "Indiamart Lead Setting" link to access the settings.
• Ensure you are on the Indiamart Settings page.
• Look for the following input fields:
  • Indiamart Api Key (required)
  • Lead Owner (optional)
  • Lead Source (optional)
  • Deal Agent (optional)
  • Deal Pipeline (optional)
  • Deal Stage (optional)
  • Deal Close In Days (optional)
• Review the reminder scheduling logic provided below the input fields.

STEP 4: Enter "Indiamart Api Key"

• Click on the highlighted area labeled "Indiamart Api Key."
• Ensure you have the API key ready to input.
• The field is mandatory; look for any asterisk (*) indicating required information.
• After entering the key, proceed to the next step by selecting "Lead Owner."

STEP 5: Select "Lead Owner"

• Click on the "Lead Owner" field to choose the appropriate owner for the lead.
• Ensure the selected owner is visible in the dropdown (e.g., Bhavik Fuletra).
• Review other fields like "Lead Source," "Deal Agent," and "Deal Pipeline" for completeness.
• Proceed to the next step by selecting "Lead Source."

STEP 6: Select "Lead Source"

• Click on the "Lead Source" dropdown menu.
• Choose the appropriate source for the lead (e.g., Email).
• Ensure all required fields marked with '*' are filled out.
• Review any additional information or instructions provided in the highlighted area below the form.

STEP 7: Select "Deal Agent"

• Click on the "Deal Agent" dropdown.
• Choose the appropriate agent from the list (e.g., Bhavik Fuletra).
• Ensure all required fields marked with '*' are filled.
• Review the information before proceeding to the next step.

STEP 8: Select "Deal Pipeline"

• Click on the "Deal Pipeline" dropdown in the form.
• Choose the appropriate pipeline option (e.g., "Sales Pipeline").
• Ensure all required fields marked with '*' are filled out.
• Review any additional instructions or reminders provided below the selection area.

STEP 9: Select "Deal Stage"

STEP 10: Enter "Deal Close In Days"

STEP 11: CLICK on "Save Button"