Track prospective customer inquiries, schedule follow-up call reminders, and convert leads into active customers.
Last Updated: 19 Aug 2026Category: Addon Modules & Extended FeaturesPlatform: Oasis POSHelpful Views: 861
CRM & Customer Follow-up Lead Pipeline
Convert store inquiries and wholesale buyer leads into paying repeat customers.
1. Managing Leads & Follow-ups
Go to CRM > Leads > Add Lead.
Enter Contact Name, Mobile Number, Inquired Products, and Expected Order Value.
Set Follow-up Date & Time Reminder.
Log follow-up call notes. When the deal closes, click Convert to Customer to start invoicing immediately!
Need 1:1 assistance with this setup?Our Chennai support team can configure your printer, scanner, network KOT, or taxes remotely via AnyDesk & WhatsApp.
