|| Profile Enrich
Profile enrich is when you automatically grab publicly available information and add it to a user's profile. You can enrich the customer profile to improve personalization.
To access Profile Enrich, go to:
++ Home > CRM > Lead ++
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Click on +Add Lead
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Enter all the details such as Name, Email Id and Mobile Number
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Click on save
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Go to Enrich button, click on Profile Enrich
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Select the value and click on submit
You now have access to all the social footprints of the lead.
|| FinRich
In Finrich you can access the below details of a company
Company Highlights
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CIN
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Age
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Email ID
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Company Website
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Address
Directors
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Current Directorship
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Past Directorship
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Other Directorship
To access Finrich , go to:
++ Home > CRM > Lead ++
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Click on +Add Lead
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Enter all the details of the company such as Organization Name and Email Id.
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Click on save
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Go to Enrich button, click on Finrich
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Select the value and click on submit
You now have access to all the financial details of an organization.
|| FinRich Plus
In Finrich Plus you can access the below details of a company
Financial Summary
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Total Income
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Income Tax
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Total Expense
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Profit After Tax (PAT)
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Profit Before Tax (PBT)
Corporate Summary
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Incorporation Details
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Credit Ratings Overview
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KYC Information
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PF Establishment
To access Finrich Plus, go to:
++ Home > CRM > Lead ++
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Click on +Add Lead
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Enter all the details of the company such as Organization Name and Email Id.
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Click on save
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Go to Enrich button, click on Finrich Plus
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Select the value and click on submit