A DIVISION OF DATACOMP WEB TECHNOLOGIES I PVT

A DIVISION OF DATACOMP WEB TECHNOLOGIES (I) PVT. LTD.

How to start Magic-LMS - GPRS Locate Magic-LMS Open the Applications folder (Depending on the make & model of your handset, this may be some other folder such as Installations in Nokia E-63)

Launch Magic-LMS Select & Open the Magic-LMS application Center Button In most handsets, the center button is available which acts like the ENTER key of the PC keyboard. You can also use this button to open the application.

Magic-LMS Opening Screen This screen will appear for a few seconds while the application is being loaded

Terms & Conditions Go through the Terms of use and press this button to accept the terms & continue

Accept after agreement You need to click on accept to proceed further

Main Menu You have the following options 1. Create New Lead 2. Manage Leads 3. Activities 4. Alerts (Today's Appts & Reminders) 5. Settings Select the feature Use this to scroll through the menu options & press the Select button to open the feature

New Lead How to Create a New Lead 1. Enter the Name of the prospect 2. Enter the Lead Start Date 3. Enter the Date of Birth and Age of the prospect 4. Select the Gender of the prospect 5. Select the Lead Source 6. Enter the name of person who Referred, if applicable 7. Enter the Expected Single Premium 8. Enter the Expected Regular Premium

How to add an Activity You can add activities of leads here Click on this button to add an activity

Enter activity date Enter type of activity For example – Telephone call or direct visit Enter status after activity For example – If lead is interested - Active Enter details of next activity For example – Next meeting with lead

Select the stage which you have covered For example if you have started a discussion select – Discussion Initiated (DI)

Active Concept Presented Select the appropriate concept which you have presented to the lead For example – If you have presented the concept of Bima Parivar to the lead, select – Bima Parivar

Next Activity Purpose List the next activity you need to perform. For example if you need to fix an appointment(APT), select To fix Appointment (APT)

Submit Activity Menu You can submit the activity details entered by you.

Uploaded Successfully

Manage Lead Search result form Displays the results

Manage Leads Option Menu Contains the following sub-menu: 1. Main Menu 2. Show Profile 3. Edit Profile 4. Delete Profile 5. Add Activity

Show Profile Form Displays full details of the lead.

Edit Lead Details This option allows you to edit the details of your leads

Manage Activities Search form Search for leads to view their activities

Manage Activities search result form Displays name, age and gender of the lead

Manage Activities – Profile

Show Activities Sub Menu Displays submenu

MIS Reports Displays results of Active leads Funnel Analysis

For quick access you have the option of filtering leads on the basis of different stages

Sort your leads on the basis of various parameters such as discussion initiated, insurance need created etc.

Get details of those customers who require follow-up after the initial discussion initiated stage

Track stage wise outcome of your progress with regards to leads For example, in the current view you can see that lead Priyanka has signed the proposal form and now few other steps are remaining.

Funnel Analysis of leads in different stages. For example how many prospects are in cheque collection stage, underwriting stage etc.

Alerts Set alerts for various activities For example- Setting an alert for a meeting with a prospect with whoom you have taken an appointment with him for Sunday

Settings Allows you change the settings. For example page size