User Guide on Contact Manager

Created by Surya Boddu, Modified on Tue, 2 Apr, 2024 at 4:28 PM by Surya Boddu

Overview

This user guide aims to guide sales executives through the process of onboarding stores to the Bitsila platform. The onboarding process involves creating a new contact and then generating a lead for the store. Bitsila offers efficient management solutions for businesses. Sales executives will visit stores, present the advantages of joining Bitsila, and seek their consent for onboarding. Following their agreement, the sales executive will create a contact for the store and proceed with generating a lead to initiate the onboarding process.

1. Create Contact

Steps to create Contact

Login to the Bitsila Sales App:

Open the Bitsila Sales App and enter your login credentials to access the app.

Access the Contact Manager:

On the dashboard, locate and click on the Contact Manager option.

View Existing Contacts:

The Contact Manager home page will display a list of existing contacts.

Filter Nearby Clients and Contacts:

Use the Contacts page to select locations and view nearby clients and contacts.

Create a New Contact:

To add a new contact, click on the "➕" icon.

Allow Location Access:

A pop-up will appear requesting permission for Bitsila to access your device's location.
Grant access for the app to use location-based features.

Enter Contact Details:

Business Name: Enter the name of the business for the contact you are creating.

No. of Outlets: Provide the number of outlets that the business has.

Location: Use Google Maps to add the current location automatically or manually enter the location details.

Business Category: Choose the appropriate business category from the dropdown list.

Contact Person: Enter the name of the contact person associated with the business.

Contact Person Role: Specify the role of the contact person in the business.

Contact Number: Enter the contact number of the contact person.

Other Number: Optionally, provide any other relevant contact number.

Product Interested: Select from the available options (ONDC, B2B, Mobile App, POS, Dealers & Distributor management, Complete ERP).

Notes:

Utilize the input field to capture any relevant notes or additional information about the contact.

Follow-up Date:

Select the date and time for follow-up based on discussions with the contact person.

Create the Contact:

Once you have entered all the required details, click on the Create button to save and create the new contact.

View Created Contact Information:

The app will display the information of the newly created contact, including Business Name, No. of Outlets, Location, Business Categories, Contact Person, Contact Person Role, Contact Number, Other Number, Products Interested, Notes, Follow-up Date, and Created By.

Edit Contact Details:

If you need to make any changes or updates to the contact details, click on the ellipsis button (three dots) located in the right corner of the contact information and select Edit.

2. Create Lead

Steps to Create Lead:

Access Contacts Page:

Click on Contacts in the footer of the app to go to the contacts page.

Check-in at Location:

Enter your current location or select a specific location and check-in.

View Nearby Clients and Contacts:

The app will display nearby clients and contacts within a 20 Km radius.

The app will also show the list of clients who are not onboarded and require a sales team revisit on a specified day.

View Client Details:

Tap on a particular client to view their details, including:

Business Name
No. of Outlets
Location
Business Categories
Contact Person
Contact Person Role
Contact Number
Other Number
Products Interested
Notes
Follow-up Date
Created By

To create a lead for the selected client, click on the "Create Lead" button.

Step 1: Name and Mobile Number

The client's name and mobile number will be automatically fetched.

Note: An OTP will be sent to the client's mobile number for verification.

Enter the client's email address

Note: Verification mail will be sent to this address, which will be used for all further communication.

Click on Get Bitsila.
Enter the 6-digit code sent to the client's mobile number and click on Verify OTP.

Once the OTP is verified, you will proceed to the next step.

Step 2: Client Business Details

Choose all the industries that best represent the client's business.
Select all the relevant business categories that represent the client's business.
Enter the Business Name.
Enter the Outlet Domain (Subdomain Name should be 6-36 letters; use this URL to access all your account data).
Once all the fields are filled, click on Next.

Note: URLs based on the outlet domains will be created, which can be used to access all your account data.

Step 3: Business Address

Select the location using Google Maps or enter the address manually.
The entered address will be displayed as the display address.
Enter the Apartment/Shop Number and Area Name.
Enter a Landmark.

Note: This address will be used for invoicing.

Click on Next.

Step 4: Other Details

Enter the GSTIN Number and upload the relevant document.
Enter the PAN Number and upload the relevant document.
Upload the business logo.
Select order preferences from the dropdown, such as delivery, curbside, instore, dine-in.
Optionally, select a Default Catalog.

Click on Next.

Step 5: Select Subscription Plan

Choose from Yearly, Half-Yearly, or Monthly plans.
Select the desired plan level: Standard, Premium, Enterprise, ONDC.
Click on Next.

Step 6: Business Timings

Select the Day and From/To timings of the client's business.
You can create multiple days and business timings by clicking on the "➕" icon.
You can also delete a day by clicking on Delete.

Note: Timings can be updated under the outlet timing tab.

Once updated, click on Next.

Step 7: Add Delivery Slots

Enter Slot Name, From, and To timings, and the number of orders per slot.
You can create multiple slots by clicking on the "➕" icon.
You can delete a particular slot by clicking on Delete.

Note: Delivery slots can be updated in the outlet delivery slots tab after account setup.

Once added, click on "Next."

Step 8: Table Configuration

Enter Table name and Seating Capacity.

Note: You can update table configurations under POS post account setup.

To add multiple tables, click on the "➕" icon.
You can delete a particular table configuration by clicking on Delete.

Once added, click on Create Lead to generate the lead.

A pop-up screen will display that the lead has been created successfully. Provide demo account details and share the link to training videos for further guidance.