Lead Management System is an internal lead tracking app for sales teams managing enquiries across products and services. Maintain your product list, capture each contact and keep follow-ups, custom values and review decisions with the lead. The app runs on Joget DX 9.
Sales officers record conversations and next actions. Managers review the enquiry, return it for more work or record an outcome. Administrators maintain the product choices, shared metrics and team assignments.
Key Features
Capture the enquiry. Record the contact, product and source. Keep one lead number throughout the process.
Follow up with context. Record activities, outcomes, notes and next action dates. Open Follow ups due today to find scheduled work.
Review and decide. Convert the lead, send it back with a comment or drop it with a reason. Find completed outcomes in Converted and Dropped.
- The dashboard links work counts to their underlying records. Filter leads by contact, product, source or stage. The in-app Guide walks the team through setup and its first enquiry.
Frequently Asked Questions
Can we use our own products and metrics?
Yes. Administrators maintain products and one shared list of Number or Text metrics with optional units. Users add optional values and notes to individual leads. Number metrics reject nonnumeric input. Calculated KPIs and custom dashboard metrics are outside this version.
What does Convert do?
It records the Converted stage and date. Creating an order, service case or application in another system requires a separate integration.
Can customers submit enquiries directly?
This version is an internal workspace. A public product catalogue, customer intake page and outbound messaging are not included.
Talk to Joget about licensing and your team's lead workflow.
