Step-by-Step Guide to Configuring TradeIndia Settings and Lead Management

STEP 1: Click on "Settings" to Access Configuration Options

• Navigate to the left sidebar of the dashboard.
• Locate and click on the "Settings" link.
• This action will direct you to the settings configuration page for further adjustments.
• Ensure to review all available options once on the settings page.

STEP 2: Click on "TradeIndia Settings"

• Navigate to the Company Settings page.
• Click on TradeIndia Settings in the sidebar.
• Ensure you have filled in all required fields marked with an asterisk (*).
• Review any additional settings available in this section.
• Proceed to the next step by selecting TradeIndia Lead Setting.

STEP 3: Select "TradeIndia Lead Setting"

• Click on the "TradeIndia Lead Setting" link in the settings menu.
• This will direct you to the TradeIndia settings form.
• Ensure to fill in the required fields such as TradeIndia User ID, Profile ID, and API Key.
• Optional fields include Lead Owner, Lead Source, Deal Agent, Deal Pipeline, Deal Stage, and Deal Close In Days.

STEP 4: Enter "TradeIndia User ID"

• Click on the highlighted area labeled "TradeIndia User ID."
• Ensure the field is empty before entering your ID.
• This field is required; look for the '*' sign if present.
• After entering, proceed to the next step to fill in "TradeIndia Profile ID."

STEP 5: Enter "TradeIndia Profile ID"

• Click on the "TradeIndia Profile ID" field highlighted in red.
• Ensure to input the correct Profile ID.
• Review other fields for any required information marked with an asterisk (*).
• Proceed to the next step by entering the "TradeIndia Api Key."

STEP 6: Enter "TradeIndia Api Key"

• Click on the "TradeIndia Api Key" field highlighted in red.
• Input the API key you have obtained.
• Ensure the field is filled correctly as it may be required for further settings.
• Review other fields like "Lead Owner" and "Lead Source" for completeness.
• Save your changes to update the settings.

STEP 7: Select "Lead Owner"

• Click on the "Lead Owner" dropdown.
• Choose "Bhavik Fuletra" from the list.
• Ensure all required fields marked with '*' are filled.
• Review other fields like "Lead Source" and "Deal Agent" for accuracy.
• Proceed to the next step by selecting "Lead Source".

STEP 8: Select "Lead Source"

• Click on the "Lead Source" dropdown menu.
• Choose "Email" from the available options.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Review the information before proceeding to the next step.

STEP 9: Select "Deal Agent"

• Click on the "Deal Agent" dropdown in the TradeIndia Lead Setting form.
• Choose the appropriate agent from the list (e.g., Bhavik Fuletra).
• Ensure all required fields marked with '*' are filled out.
• Review the highlighted area for any additional instructions or notes.
• Proceed to the next step by selecting "Deal Pipeline."

STEP 10: Select "Deal Pipeline"

• Click on the "Deal Pipeline" dropdown in the TradeIndia Lead Setting form.
• Choose the appropriate pipeline from the options available.
• Ensure that the selected pipeline aligns with your sales strategy.
• Review other fields like "Deal Agent" and "Deal Stage" for accuracy.

STEP 11: Select "Deal Stage"

• Click on the "Deal Stage" dropdown in the TradeIndia Lead Setting form.
• Choose the appropriate deal stage from the options available.
• Ensure that the selected stage reflects the current status of the deal.
• Review other fields like "Deal Pipeline" and "Deal Close In Days" for accuracy.

STEP 12: Enter "Deal Close In Days"

STEP 13: CLICK on "Save Button"