Вы находитесь на странице: 1из 23

SNo AccountName

1 Nuberg Engineering Limited


2 Fareportal India Pvt Ltd
3 Value First Messaging Pvt Ltd
4 ValueFirst Digital Media Private Limited
5 Pacific Development Corporation Ltd
6 Cowi India Pvt. Ltd.
7 Barco Electronic Systems Private Limited
8 Jagan Institute of Management Science
9 Vinove Software and Services Pvt. Ltd.
Address1
A-38H, Sector 64, Noida - 201301, Uttar Pradesh, India
2nd Floor, Vipul Tech Square, Golf Course Road, DLF Phase 5, Sector 43, Gurugram, Haryana 122002
B 18, Info Technology Park, Sector 34, Gurugram, Haryana 122001
B 18, Info Technology Park, Sector 34, Gurugram, Haryana 122001
Plot No. 36, Subhash Nagar, Najafgarh Road, Delhi-110018
Plot No 121, Phase I, Udyog Vihar, Sector 20, Gurugram, Haryana 122016
A-38A, B & C, Block A, Sector 64, Noida, Uttar Pradesh 201301
Block P, 34, Ring Road, Lajpat Nagar IV, Lajpat Nagar, New Delhi, Delhi 110024
Apparel House, Plot 126, 5th Floor, Near 122002, Institutional Area, Kanahi, Gurugram, Haryana 122003
Address2 Address3 Subsidiary Region State City
IndiaSC North Delhi NOIDA
IndiaSC North Haryana Gurgaon
IndiaSC North Haryana Gurgaon
IndiaSC North Haryana Gurgaon
IndiaSC North Delhi New Delhi
IndiaSC North Haryana Gurgaon
IndiaSC North Delhi North
IndiaSC North Delhi New Delhi
IndiaSC North Haryana Gurgaon
PinCode Fax Url TurnOverINRinCR TotalNoOfBranches
TotalNoOfEmployee TotalNoOfPCIB PCIBRange IndustryType
100
100
100
100
100
100
100
100
100
VerticalType Category LineOfBusiness
CustomerContactName1 Designation1
Manoj Kumar IT Head
Abhishek Singh IT Head
Shubham Gangwar IT Head
Bharat Dewan IT Head
Manoj Kumar IT Head
Bharat Singh IT Head
Mohit Kapoor IT Head
Rahul Kumar Singh IT Head
Amit Kumar Singh IT Head
EmailId1 AllowDirectMail1 AllowPhone1
info@nubergindia.com Yes Yes
info@fareportal.com Yes Yes
info@vfirst.com Yes Yes
info@valuefirst.com Yes Yes
info@pacificindia.in Yes Yes
info@cowi.com Yes Yes
info@barco.com Yes Yes
info@jimssouthdelhi.com Yes Yes
info@vinove.com Yes Yes
AllowEmail1 MobileNo1 PhoneNumber1CustomerContactName2
Yes 9999876578 8071650770
Yes 9999876578 8071650770
Yes 9999876578 8071650770
Yes 9999876578 8071650770
Yes 9999876578 8071650770
Yes 9999876578 8071650770
Yes 9999876578 8071650770
Yes 9999876578 8071650770
Yes 9999876578 8071650770
Designation2 AllowDirectMail2 AllowPhone2
AllowEmail2 MobileNo2 PhoneNumber2 EmailId2
OperatingSystemsInUse
EmailPlatformSolution NoOfServers ServerOSVersions TotalDealValue
240000
240000
240000
240000
240000
240000
240000
240000
240000
CurrencyCode BantCalling Comments LeadType
INR New
INR New
INR New
INR New
INR New
INR New
INR New
INR New
INR New
DueDate PartnerName OpportunityName
12/31/2019
12/31/2019
12/31/2019
12/31/2019
12/31/2019
12/31/2019
12/31/2019
12/31/2019
12/31/2019
OpportunityType CRMAccountID OpportunityOwnerAlias
SalesStage Source Segment AssignedTele
Partner SMB Commercial
Partner SMB Commercial
Partner SMB Commercial
Partner SMB Commercial
Partner SMB Commercial
Partner SMB Commercial
Partner SMB Commercial
Partner SMB Commercial
Partner SMB Commercial
IsCloud
Field Mandatory Field
Field Not Mandatory
Field Not Mandatory
Column Name Field Type
1 Sno Mandatory
2 CustomerName Mandatory
3 Address1 Mandatory
4 Address2 Not Mandatory
5 Address3 Not Mandatory
6 Subsidiary Not Mandatory
7 State Not Mandatory
8 Region Not Mandatory
9 City Mandatory
10 Pincode Not Mandatory
11 Fax Not Mandatory
12 Url Not Mandatory
13 TurnOverINRinCR Not Mandatory
14 TotalNoOfBranches Not Mandatory
TotalNoOfEmployee Not Mandatory
15 TotalNoOfPCIB Mandatory
16 PCIBRange Not Mandatory
17 IndustryType Not Mandatory
18 VerticalType Not Mandatory
19 Category Not Mandatory
20 LineOfBusiness Not Mandatory
21 CustomerContactName1 Mandatory
22 Designation1 Mandatory
23 EmailId1 Mandatory
25 MobileNo1 Mandatory
26 PhoneNumber1 Mandatory
29 CustomerContactName2 Not Mandatory
30 Designation2 Not Mandatory
32 MobileNo2 Not Mandatory
35 EmailId2 Not Mandatory
37 OperatingSystemsInUse Not Mandatory
38 EmailPlatformSolution Not Mandatory
39 NoOfServers Not Mandatory
40 ServerOSVersion Not Mandatory
42 TotalDealValue Mandatory
43 CurrencyCode Not Mandatory
44 BantCalling Not Mandatory
45 Comments Not Mandatory
46 LeadType Mandatory
47 DueDate Mandatory
48 PartnerName Not Mandatory
49 OpportunityName Not Mandatory
50 OpportunityType Not Mandatory
51 CRMAccountID Not Mandatory
52 OpportunityOwnerAlias Not Mandatory
53 SalesStage Not Mandatory
54 Source Mandatory
55 Segment Mandatory
57 AssignedTele Not Mandatory
Description
Should have numbers only. It should be entered in a incremental fomrat
Full Customer Name without any special characters
Address of Customer
Address2 of Customer
Address3 of Customer
Subsidiary of Customer. Currently only IndiaSC is present.
Select Customer State from the available dropdown menu
Select Region of Customer only from the Dropdown provided
Select City from the given dropdown only
Enter pincode of Customer
Enter Fax no. of Customer
Enter URL of Customer
Enter TurnOver of Customer
Enter Number of branches Customer has
Enter total number of employee's in the company
Enter total number of PC available with Customer
Select the number of PC in the given range dropdown
Customer Industry type
Customer vertical Type
Category of Customer business
Customer Line of business
Customer Contact person Name. Special characters and digits not allowed
Designation of Customer contact person. Special characters and digits not allowed
Email address of Customer contact person. Only @ is allowed. No other special character allowed
Mobile Number of Customer Contact1. Special characters not allowed. Enter in format 8888888888
Phone number of Customer Contact1. Enter with state/citi code and phone number
Second Customer Contact person Name. Special characters and digits not allowed
Designation of second Customer contact person. Special characters and digits not allowed
Mobile Number of second Customer Contact. Special characters not allowed. Enter in format 8888888888
Email address of second Customer contact person. Only @ is allowed. No other special character allowed
Mention all the Operating Systems in use by the Customer
Email platform used by customer. Please select option from dropdown list only.
Enter the number of servers at Customer place. Only digits allowed.
Enter the server OS version at the Customer Place
Enter the total Deal value with the Customer
Select the currency code of the deal value. Select only from the dropdown
Please select Yes/No from the dropdown
Enter the comments for the current lead.
Lead type is New/existing. Select the value from dropdown only
Enter due date for lead in "mm/dd/yyyy" format only
Select partner name for the lead. Can be left blank if partner not known at the moment
Enter a name for the Opportunity
Enter Opportunity type
Enter CRM Account Id if exists
Enter Opportunity Owner Alias
Enter the stage at which the sale is currently
Select the source of the lead. Select an option from the drop down only
Enter the segment of the lead. Select an option from the dropdown only
Enter the ISR for the current lead
Example
1
James
5, new road, new town
5, new road, new town
5, new road, new town
IndiaSC
Karnataka
South
Bangalore East
560077
8077777777
www.abcdefgh.com
12345
2
20
23
05-24

Anand
head of sales
anand@abcdef.com
6666666666
08024457894
Amar
head of marketting
4444444444
amar@abcdef.com
Windows 8.1
Exchange
2
Windows server 2008 R2
25665
INR
Yes
Contact customer and fix an appointment
New
09/23/2014
Techno Firm Pvt. Ltd.

Partner
SMB Public Sector
Shankar

Вам также может понравиться