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Copyright © In4velocity Systems Pvt. Ltd. 2024 
Table of Contents 
Leads ......................................................................................................................................................... 3 
1  Dashboard .......................................................................................................................................... 5 
1.1  Dashboard ................................................................................................................................... 5 
1.1.1  Follow Ups ............................................................................................................................ 6 
1.1.2  Sales Pipeline ....................................................................................................................... 6 
1.1.3  Sales Activity ........................................................................................................................ 7 
1.1.4  Lead Capacity ....................................................................................................................... 7 
1.1.5  Contact Aging ....................................................................................................................... 7 
1.1.6  Lead Sources ....................................................................................................................... 8 
1.2  Lead List ...................................................................................................................................... 8 
1.3  Lead Details ................................................................................................................................. 9 
1.3.1  Individual .............................................................................................................................. 9 
1.3.2  Corporate ............................................................................................................................ 12 
2  Qualified ........................................................................................................................................... 14 
2.1  Customer/ Lead List ................................................................................................................... 14 
2.2  Bulk Upload Leads ..................................................................................................................... 14 
3  Unqualified ........................................................................................................................................ 15 
3.1  Unqualified Leads ...................................................................................................................... 15 
3.2  Contact US ................................................................................................................................ 16 
4  Reporting To ..................................................................................................................................... 17 
4.1  Adding a Reportee/ Reporter ..................................................................................................... 18 
5  Configure .......................................................................................................................................... 19 
5.1  Lead .......................................................................................................................................... 19 
5.2  Filters ......................................................................................................................................... 20 
5.2.1  Create Filter ........................................................................................................................... 20 
5.3  Track Field Changes .................................................................................................................. 21 
5.4  Interaction .................................................................................................................................. 22 
5.5  Lead Source .............................................................................................................................. 23 
5.6  Lead Allocation .......................................................................................................................... 24 
5.7  Email – SMS .............................................................................................................................. 25 
5.7.1  Create WhatsApp Template ................................................................................................... 26 
5.7.2  Create Email Template ........................................................................................................... 27 
5.7.3  Create SMS Template ............................................................................................................ 28 
5.8  Documents ................................................................................................................................ 29 
6  Marketing .......................................................................................................................................... 30 
6.1  Budget ....................................................................................................................................... 30 
6.1.1  Create Promotion Budget ....................................................................................................... 31 

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9.6.2 Request ..................................................................................................................................... 32

9.6.2.1 Create Promotion Request ..................................................................................................... 33

9.6.2.1.1 Create Work Order ............................................................................................................ 35

9.6.3 Agent Debit Note ....................................................................................................................... 38

9.6.3.1 Create Agent Debit Note ........................................................................................................ 38

9.6.4 Debit Note Receipt ..................................................................................................................... 40

9.6.5 Credit Note ................................................................................................................................ 41

9.7 Market Intelligence ............................................................................................................................ 42

9.7.1 Parameters ................................................................................................................................ 42

9.7.2 Dev. Type – Parameters ............................................................................................................ 43

9.7.3 Dev. Type – Unit Types ............................................................................................................. 44

9.7.4 Market Intelligences ................................................................................................................... 44

9.7.5 Competitor Comparison ............................................................................................................. 47

9.8 Masters ............................................................................................................................................. 48

9.8.1 Masters ...................................................................................................................................... 48

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9 Leads

Leads module is one of the core modules of In4Suite application designed to streamline pre-sales activities.

This module enables users to manage inquiries originating from various sources such as websites,

advertisements, referrals, and more. These inquiries are meticulously recorded and stored within the system.

Once saved within the system, these leads serve as valuable prospects for the Sales executives. They utilize

the information gathered to nurture and convert these leads into paying customers. The system facilitates

seamless transfer of data from the Leads module to the sales team, ensuring that crucial information is readily

available for further processes such as follow-ups, negotiations, and finalizing deals.

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9.1 Dashboard

Leads Dashboard is a central place to track all admin tasks related to lead activity. The life cycle of lead

i.e., from creation of a lead to converting the lead to a customer all the activities can be monitored in the

Dashboard.

Leads dashboard provides high-level actionable insights into your Pre-Sales team efforts and gives you

visibility into goal attainment

Dashboard will enable you make on-the-fly decisions and adjust all the marketing activities based on

real-time data, this will in return give you better outcomes with respect to sales.

Sub Features of Dashboard are listed below:

9.1.1 Dashboard

Dashboard features include the following sub feature:

 Follow Ups

 Sales Pipeline

 Sales Activity

 Lead Capacity

 Contact Aging

 Lead Sources

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9.1.1.1 Follow Ups

View the frequency of interactions that has occurred between Executive and Leads, this enables the

User/Admin to take timely decisions on targeting specific leads based on the Follow Up.

Data is presented in graph, and User/Admin can click on the details so that it would redirect to a

respective lead.

9.1.1.2 Sales Pipeline

View the percentage of Leads who are interested/ not interested with the proposal, based on this

percentage, user/ Admin can revisit the leads to understand the trend and take necessary steps

improve the sales.

Data is presented in graph, and User/Admin can click on the details so that it would redirect to a

respective lead.

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9.1.1.3 Sales Activity

View the different Interaction types across which the leads are categorized and also the number of

Leads present under each Interaction type.

Data is presented in graph, and User/Admin can click on the details so that it would redirect to a

respective lead.

9.1.1.4 Lead Capacity

Shows the number of Leads assigned to each executive, based on which the user/ admin can decide

on Lead Allocation.

Data is presented in graph, and User/Admin can click on the details so that it would redirect to a

respective lead.

9.1.1.5 Contact Aging

View the count of leads based on days or months (Period of time) with their corresponding sources.

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9.1.1.6 Lead Sources

This gives the count of leads with their corresponding Sources. It may help executive to analyse their

effective sources for lead capture.

9.1.2 Lead List

Leads created under the Lead tab are shown here as a list, based on the Period.

1. Search for any existing lead by providing the name of the Lead in the search bar.

Note: Select the executive name by clicking on , if you do not follow this step, search results will

not be shown.

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9.1.3 Lead Details

Lead Details tab is where your Leads are created, when the enquiries on real estate property are made

the details of the Individual or Entity are keyed-in and saved for future interactions.

Leads saved in Lead Details tab are used by the executive to further respond to the enquiries resulting

in converting the Lead to a Customer.

9.1.3.1 Individual

1. Create Individual Lead by navigating to Leads>>Dashboard>>Lead Details.

2. Select the Individual tab on the top.

3. Key in the details as shown in the below table and click on save to Create your Lead.

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4. Fields in Lead details tab are shown below, * denotes Mandatory fields:

Fields

Explanation

Title *

Select the Title from the drop-down list.

First Name *

Enter the First Name of the Contact.

Last Name

Enter the Last Name of the Contact.

Lead Type *

Select the Lead Type from the option list below:

 External Customer –

 Lease

 Owner

 Sale

 Re Sale

Country Code *

Select the Country code from the drop-down list

Preferred Contact

Number *

Enter the Contact Number.

Email

Enter the Email address of the Contact.

Lead Created

Date

Shows the date when the lead is being created.

Enquiry Source *

Select the Enquiry Source from the drop-down list.

Sub Enquiry

Source

Select the Sub-Enquiry source from the drop-down list.

Budget

Select the budget from the drop-down that is stated by the contact.

Interest In Details

Interested In *

Provide the real estate information, for which the contact has shown

interest.

Interested In Unit

Type

Select the Unit Type from the drop-down list based on contact’s

requirement.

Assign To *

Select the Executive from the drop-down list for whom the list is to be

assigned.

Interested In

Project

Select the Project for which the contact has shown interest.

Interested In Sub

Project

Select the Sub Project for which the contact has shown interest.

Now that the Lead Details is created, for any modification to the details click on Leads, search the

name in the search bar and click on Go, find the lead in the search result, click on the same to view the

details, make required changes the Lead Detail and click on save to retain the changes.

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9.1.3.2 Corporate

1. Create Corporate Lead by navigating to Leads>>Dashboard>>Lead Details.

2. Select the Corporate tab on the top.

3. Key in the details as shown in the below table and click on save to Create your Lead.

4. Fields in Lead details tab are shown below, * denotes Mandatory fields:

Fields

Explanation

Company

Name *

Enter the First Name of the Company.

Print Name

Enter the Print Name that will be used for printing in all business

documents.

Ex Letter head.

Lead Type *

Select the Lead Type from the option list below:

 External Customer –

 Lease

 Owner

 Sale

 Re Sale

Country Code *

Select the Country code from the drop-down list

Preferred

Contact

Number *

Enter the Contact Number.

Email

Enter the Email address of the Contact.

Lead Created

Date

Shows the date when the lead is being created.

Enquiry

Source *

Select the Enquiry Source from the drop-down list.

Sub Enquiry

Source

Select the Sub-Enquiry source from the drop-down list.

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Budget

Select the budget from the drop-down that is stated by the contact.

Interest In Details

Interested In *

Provide the real estate information, for which the contact has shown

interest.

Interested In

Unit Type

Select the Unit Type from the drop-down list based on contact’s

requirement.

Assign To *

Select the Executive from the drop-down list for whom the list is to be

assigned.

Interested In

Project

Select the Project for which the contact has shown interest.

Interested In

Sub Project

Select the Sub Project for which the contact has shown interest.

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9.2 Qualified

Unqualified Leads are accepted in the system and are converted to Qualified Leads, alternatively if there

are no integrations like Facebook, 99 Acres.com to the real estate project, then Leads created are

Qualified Leads.

Lead which are qualified are further processed with Interactions, if the Lead shows further interest then a

quotation is sent.

9.2.1 Customer/ Lead List

1. Search a qualified lead using the parameters as shown above.

2. To upload bulk leads, click on

9.2.2 Bulk Upload Leads

Download the excel template, and enter the required information for as the templates, once you have

keyed-in all the fields, save the file and upload the same by clicking on the Upload button.

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9.3 Unqualified

If a real estate project is promoted in various social media channels like Facebook, 99 acres.com etc.,

there would be enquiries made on the project from prospective customers, these enquiries are entered

in the system, these are called as Unqualified leads.

The details in Unqualified Leads are further reviewed and then Accepted in system to Change them to

Qualified Leads.

9.3.1 Unqualified Leads

1. View / Create Unqualified Leads Navigate to Leads>>Unqualified Leads.

2. Search existing Unqalified lead by providing the name of the lead and click on Go button.

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9.3.2 Contact US

1. Create a new Unqualified Lead by clicking on Contact Us and keying-in the required details , Click on Submit

to save the details.

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2. Fields for creating Unqualified Leads are shown below, * denotes Mandatory Fields.

Fields

Explanation

Title *

Select the Title from the drop-down list.

First Name*

Enter the First Name of the Contact.

Last Name *

Enter the Last Name of the Contact

Interested In *

Provide the real estate information, for which the contact has shown

interest.

Address

Enter the Address of the Contact

Country Code*

Select the Country Code information from the drop-down List.

Phone*

Enter the Contact Number of the Contact.

Email*

Enter the Email address for correspondence.

Interested In

Project

Select the Project the for the Contact has shown the interest.

Comments

Add any notes/ comments relating to the contact if necessary.

9.4 Reporting To

Reporting To feature allows the User/Admin to view/ edit any employee’s reporting structure.

1. View the Delegation structure for an executive in sales department using the Reporting To Feature.

2. Select an Employee/Executive from the list to see the Reportee/Reporter to the said Executive/Employee.

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9.4.1 Adding a Reportee/ Reporter

1. Select an employee from the list and if you have to add a Reporter or Reportee Click on the Add new for that

respective employee, a separative window pops-up, select the employee from the user list and click on Submit

to save the changes as shown below.

2. You will see a confirmation message after the Reporter or Reportee is added to an executive in the list.

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9.5 Configure

Configure features allows Authorized users/ Admin to set the desired result and output in Lead module

and Lead Dashboard.

9.5.1 Lead

Configure the Lead Creation page as per the user’s requirement using the Lead feature.

1. To configure navigate to Leads>>Configure>>Lead.

2. Authorized users / Admin can set the Visibility, Mandatory, Filter and Boking form based on user

preferences by checking the respective field and click on Save.

Note: Title, First Name, Enquire Source, Lead type, assigned to these fields are default fields and

cannot be modified in configuration.

3. This enables the Admin/ User to set a uniformity among executive who would enter the details in the lead

creation page, as a result there is less ambiguity with lead creation page.

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9.5.2 Filters

Filters feature allows the authorized Users/ Admin to leverage the data on leads in the lead dashboard

page for tracking and analysis.

1. Admin/ Authorized users create filter as per the business requirements, wherein the data from the Leads

creation are segmented and are presented for analysis purposes.

9.5.2.1 Create Filter

1. Create a Filter by navigating to Leads>>Configure>>Filters.

2. Click on Create Filter button, key-in / Select the necessary fields and click on save to complete the step.

3. Fields in the Create Filter window are shown below, * denotes Mandatory fields:

Fields

Explanation

Filter Name

Enter a Name for the Filter

Task Status

Select the Status of the task corresponding to leads from the drop-

down list

Type

Select the Type of Filter from the drop-down list.

Created By

Select the Employee from the drop-down list.

Budget Range

Select the budge range from the drop-down list.

Activity

Select the time period for the Activity.

State

Select the State from the drop-down list.

City

Select the City from the drop-down list.

Source

Select the Source from the drop-down list.

Probability

Select the Probability from the drop-down list.

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9.5.3 Track Field Changes

Track Field Changes feature allows the Authorized Users/ Admin to monitor/track any modifications or

additions to an existing Lead detail.

1. To enable this feature, navigate to Leads>>Configure>>Track Fields Changes.

2. Select the required fields for tracking or monitoring by checking those fields and click on Save to complete the

step.

3. To View the Field changes for any Lead details, navigate to Leads>>Configure>>Track Fields Changes.

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9.5.4 Interaction

Integration feature allows Authorized User/ Admin to set up the different modes of Interactions

like Email, SMS, Calls, Site Visit and Others.

1. Checkmark the required options for Email, SMS, Calls, Site Visit and Others and click on Save button to retain

the Integration settings.

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9.5.5 Lead Source

This feature helps with the integrations of social media, web portal and telecommunications platforms.

Enquiries originating from these sources are funnelled as unqualified leads, which are converted to

customers over time.

1. To Set up Lead Sources, navigate to Leads>>Configure>>Lead Source.

2. Select the Lead Source category

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9.5.6 Lead Allocation

Lead Allocation allows the authorised individual to assign incoming leads to specific individuals or

teams for follow-up and conversion. This allocation process can be managed either through Manual or

Round Robin allocation methods.

Manual: Manual allocation involves human intervention in assigning leads to specific individuals or

teams based on predetermined criteria. In this method, the administrator or responsible personnel

manually review incoming leads and decide which individual or team is best suited to handle each lead

based on factors such as expertise, workload, geographic location, or any other relevant

considerations.

To allocate leads manually, follow the below steps:

1. Navigate to Leads

2. Click Configure

3. Go to the Lead Allocation tab

4. Select Manual under Lead Allocation and click Go

Note: You can also use filter to select an employee based on the following parameters: Code, Name,

Group, Company, Email, and Contact No.

5. Checkmark to select the employee and click Save

Round Robin: Round Robin allocation is an automated method for distributing leads evenly among a

predefined group of individuals or teams in a sequential manner. In this method, leads are

systematically assigned in rotation, ensuring that each recipient receives an equal share of leads over

time.

To allocate leads using Round Robin method, follow the below steps:

1. Navigate to Leads

2. Click Configure

3. Go to the Lead Allocation tab

4. Select Round Robin under Lead Allocation. Then, select one of the following from the Sub Type drop-down

list: Budget Based, Unit Type Based or Project Based. Once you choose a Sub Type, select the relevant

category against a Sub Type and click Go.

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Budget Based Allocation

Leads can be allocated to sales agents based on the budget range specified by potential customers.

The budget ranges can be defined flexibly to align with the pricing structure of available properties.

Unit Based Allocation

Leads can be allocated to sales agents based on the units they are assigned to.

Project Based Allocation

Leads can be allocated to sales agents based on the specific projects they are assigned to. This

criterion ensures that agents are assigned leads relevant to the projects they are responsible for.

9.5.7 Email – SMS

Email-SMS feature enables by the executive/Admin to create Templates for various interaction

instances in three formats i.e. Email Template, SMS Template and WhatsApp Template. Executives/

Admin can use these templates to send communications out to prospective customers/ Leads.

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9.5.7.1 Create WhatsApp Template

To create a WhatsApp Template, follow the below steps:

1. Create a WhatsApp Template by navigating to Leads>>Configure>>Email-SMS.

2. Click on Create WhatsApp Template button.

3. A New window pops-up, Key-in detail in respective fields with your preference.

Note: Preview of the template/ Output of the Template may differ based on the Template Type

selected.

4. Fields for WhatsApp Template are shown below, * denotes mandatory fields:

Fields

Explanation

Template ID

Enter a unique number for the Template.

Template

Name

Enter a name for the Template to distinguish it among others.

Template Type

Select the type of template you intend to create, options are as

shown below:

 Text

 Document

 Image

 Video

Dashboard

Template

If this is check marked then it appears as Template that the users

can use.

Tags

Drag and drop WhatsApp tag if necessary to view the same along

with the Template.

Template Body

Enter the actual message or communication which is to be sent to

Prospective customer/Lead.

Header

Information typed in the header appears on Top of the message.

Footer

Information typed in the Footer appears on Top of the message.

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9.5.7.2 Create Email Template

1. Create an Email Template by navigating to Leads>>Configure>>Email-SMS.

2. Click on Create Email Template button.

3. A new window pops-up, Key-in detail in respective fields with your preference.

4. Fields of Create Email Template window are shown below, * denotes Mandatory fields:

Fields

Explanation

Basic Details

Template Name*

Enter a name for the Email Template.

From E-mail ID

Company official email-ID for

communication.

E-mail Details

Subject

Enter the Subject for the Email.

E-mail Tags

Select the tags from the list to reflect

them in the email body, which is sent as

communication/correspondence to the

Prospective Customer / Leads.

Image Upload

Click on Upload button to insert an

image.

Define Template

Design the email template with email

body.

Last Modified On

Shows the date when the template was

created/modified

CC E-mail ID

Include any other email to send as a

Communication/Correspondence.

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9.5.7.3 Create SMS Template

1. Create SMS Template by navigating to Leads>>Configure>>Email-SMS.

2. Click on Create SMS Template button.

3. A new window pops-up, Key-in detail in respective fields with your preference.

Fields

Explanation

Basic Details

Template Name*

Enter a name for the Template.

Dashboard

Template

If this is check marked then it appears as Template that the users

can use.

SMS Details

SMS Tags

Drag and drop SMS tag if necessary to view the same along with the

Template

Define Template

Design the SMS template with SMS body.

Last Modified On

Display the template creation/ modification date.

Last Modified By

Displays the user name who has created/ modified the template.

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9.5.8 Documents

Upload any document related to pre-sales under the Documents tab.

The document categories listed here are derived from the master data stored in the Master Table.

Upload your document under the appropriate category to ensure proper organization and accessibility.

To create document categories in the Master Tables, follow these steps:

1. Navigate to the Leads menu.

2. Go to Masters and select Lead Document Category from the Master Tables.

3. Click on Create on the upper right corner, then input the name of the category and describe its

purpose.

4. Click Create to finalize the new document category.

After completing these steps, you can upload relevant documents under the Documents tab,

categorizing them according to the created document categories.

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9.6 Marketing

9.6.1 Budget

Under Leads > Marketing, the Budget feature can be used to allocate funds for various promotional

activities such as advertisements, bill boards, exhibitions, corporate displays, and more.

On the In4Suite application, a promotion budget can be created in the following categories:

1. Brand Promotion Related – This category allows you to create a promotion budget at a company

level.

2. Project Related – This category allows you to create a promotion budget at a project level.

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9.6.1.1 Create Promotion Budget

Step 1: Fill in the fields with the required information.

Fields

Explanation

Promotion Type

Choose a promotion type: Brand Promotion

Related or Project Related

Project

Select a project

Sub Project

Select a sub project

Paying Company

Choose a company that will contribute to

the budget

Total Budget

The total budget will reflect the total

expenditure incurred across all promotional

activities, defined under Activity Details.

Comments

Add any notes or comments

Step 2: Activity Details

This is where you define the promotional activities you wish to allocate funds to, according to your

marketing strategy. You have the options to allocate budgets for advertisements, digital marketing,

hoardings, radio, etc. Additionally, you can specify the duration for each activity.

To add a new activity, follow the below steps:

1. Click on Add Activity.

2. Select the desired activity from the drop-down menu under Activity.

3. Specify the start and end dates for the promotional activity using the From and To calendars.

4. Enter a budget amount under Initial Budget Amount.

5. Add remarks, if any.

Step 3: Click Create

Step 4: Click Modify at the bottom. Now, go to the Status bar and change the status to Submitted. It

goes to the individual who has been authorized to approve and sanction the budget.

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9.6.2 Request

The Request feature enables businesses to streamline the process of creating promotion requests for

vendors. It allows them to define promotional activities and generate work orders, thus facilitating

seamless collaboration between the parties involved.

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9.6.2.1 Create Promotion Request

To create a new promotion request, follow the below steps:

1. Navigate to Leads

2. Go to Marketing and click Request

3. Then click Create Promotion Request on the upper-right corner

Step 1: Fill in the fields with the required information.

Fields

Explanation

Promotion Name

Enter a name for promotion or marketing

campaign.

Promotion Type

Select promotion type: Brand Promotion

Related or Project Related.

Project

Select a project to link the promotion or

marketing campaign to.

Paying Company

Select the entity accountable for covering

the expenses related to the promotional

activities.

Request Date

Choose a date from the calendar when the

promotion request is created. It serves as a

reference point for tracking the timeline of

the promotion workflow.

Promotion Activity

Select an activity that you will primarily do in

the promotion

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Budgeted Amount

The budget defined under Leads >

Marketing > Budget is automatically

displayed here.

Amount Spent

The amount of money spent thus far on

promotional activities is displayed here

Request Amount

The amount of money you wish to allocate

from the balance for new promotional

activities is displayed here.

Description

Provide a detailed explanation of the

promotion, including its objectives, target

audience, key features, and any other

relevant information.

Valid From

Select a starting date from the calendar

during which the promotion is valid and

active

Valid To

Select an end date from the calendar until

which the promotion remains valid and

active

Step 2: Activity Details

In the Activity Details section, you will define the promotion activities and the money you will spend on

those activities.

To add a new activity detail, follow the below steps:

1. Click on Add Row.

2. Describe the promotion activity under Activity Description.

3. Choose an agent’s name from the drop-down list under Agent.

4. Select the appropriate SAC code of the agent under SAC.

5. Under Currency, choose the currency in which you want to make the payment to the agent.

6. If applicable, add a work order, which is an agreement between an entity and a vendor, in the Work

Order field by clicking Add. Follow the instructions under 9.6.2.1.1 Create Work Order to create a

work order. Omit this step if you are handling the promotion yourself for the defined activity.

7. Enter an amount you wish to allocate for the promotion under Amount.

Note: This amount excludes tax amount, so it will reflect under Base Amount as well.

Step 3: Documents

Upload any document related to the promotion request under Documents.

Follow the below steps to upload a document:

1. Click Add Row

2. Choose a file and click Update

Step 4: Click Create

Step 5: Click Modify at the bottom. Now, go to the Status bar and change the status to Submitted. It

goes to the individual who has been authorized to approve and sanction the budget.

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9.6.2.1.1 Create Work Order

Step 1: Fill in the fields with the required information

Fields

Explanation

Contractor Name *

Select the contractor who will carry out

the specified work / activity from the

drop-down list

Contract Name

Contract name comes from the

Promotion Agent Master List, where the

contractor is created

Contact Address

Contact Address of the agent / contractor

comes from the Promotion Agent Master

List, where the contractor is created

Activity Description *

Provide a detailed description of the

activity or work to be performed by the

contractor

From Date (Tentative) *

Specify the tentative start date of the

project outlined in the contract

To Date (Tentative) *

Specify the tentative end date of the

project outlined in the contract

Work Order Description *

Describe the work order, detailing

deliverables, terms and conditions

Step 2: Work Order Details

This section allows users to specify various items, describe each item, and provide related pricing

and discount information.

To add work order details, follow the below steps:

1. Click on Add row

2. Fill in the fields given below in the table.

Fields

Explanation

Item

Input the name of the item or service for

which the work order is to be executed.

Item Description

Describe the item in detail, including

specifications or any additional

information.

Units

Specify the unit of measurement for the

item (e.g., pieces, meters, hours).

Rate

Enter the rate or price per unit for the

item.

Quantity

Specify the quantity of the item or

service

Amount

This field automatically calculates the

total amount for the item based on the

rate and quantity specified.

Discount Type

Select the type of discount: Amount or

Percent

Discount Value

Input the value of the discount based

on the selected discount type.

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Discount Amount

This field automatically calculates the

discount amount based on the discount

type and value entered.

Total Amount

This field automatically calculates the

total amount after applying discounts

for the item(s) or services specified.

Step 3:

Tax Addition

The Tax Addition section allows users to apply additional taxes to the work order. Users can specify

tax categories, add taxes, choose tax types (inclusive or exclusive), and view calculated tax

amounts.

To add taxes, follow the below steps:

1. Under Tax Addition section, click Add row

2. Fill in the fields given below in the table

Fields

Explanation

Tax Category

Select the category of tax to be applied.

Tax

Select the sub category of tax to be

applied.

Tax Type

Select whether the tax is Inclusive or

Exclusive.

Percentage

The percentage is automatically taken

from the sub category of tax

Taxable Amount

This field automatically takes the

taxable amount from the work order

value.

Tax Amount

This field displays the calculated tax

amount based on the selected tax

category, type, and taxable amount.

Tax Deduction

The Tax Deduction section allows users to deduct specific taxes from the work order. Users can

choose tax categories, specify deduction taxes, view calculated percentages, and see the resulting

tax amounts.

To deduct taxes, follow the below steps:

1. Under Tax Deduction, click Add row

2. Fill in the fields given below in the table

Fields

Explanation

Tax Category

Select the category of tax to be

deducted.

Deduction Tax

Choose the sub category of tax to be

deducted

Percentage

This field automatically derives the

percentage for deduction based on the

selected tax under Deduction Tax

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Taxable Amount

This field automatically takes the

taxable amount from the work order

value.

Tax Amount

This field displays the calculated tax

amount after deduction based on the

selected tax category, deduction tax,

percentage, and taxable amount.

Step 4: Terms And Conditions

The section allows users to set specific terms and conditions with a promotion vendor. They can add

and select conditions from predefined categories.

To add terms and conditions, follow these steps:

1. Under Terms And Conditions section, click on Add (This action opens the Terms And Conditions

List in a new window.)

2. Select a condition category and click Go.

3. Then select one or multiple condition categories, and click Accept Selected.

Note

1. Terms And Conditions data are sourced from Sales > Masters > Condition Master data, where conditions

are defined.

2. Condition categories are also sourced from Sales > Masters > Condition Category, where conditions are

defined

Step 5: Documents

Upload any document related to the work order under Documents.

Follow the below steps to upload a document:

1. Click Add Row under Documents section

2. Choose a file and click Update

Step 6: Click Create

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9.6.3 Agent Debit Note

Agent Debit Note is a business document issued by a business entity to inform a promotion agent /

vendor about a debit made to their account. It is essentially a formal request for payment of additional

charges, adjustments, or corrections.

In case of marketing when a promotion activity needs to take place, it has to happen via an Agent,

upon completion of the activity the Vendor is paid, if the work or activity was not up to the standard or

did not meet the expectation then a debit note would be created stating the reason. it means the Party

who has awarded the work/job/activity has retained some money with himself and only the remainder is

paid to the Agent.

9.6.3.1 Create Agent Debit Note

To create an Agent Debit Note, follow the below steps:

1. Navigate to Leads>>Marketing>>Agent Debit Note.

2. Click on Create Debit Note on the right corner.

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3. Fill-in the details as shown in the table below, * denotes mandatory fields:

Fields

Explanation

Promotion Type*

Select the Type of promotion, options are as follows:

1. Brand Promotion Related

2. Project Related

Project*

Select your project from the drop-down list.

Paying company*

Displays the corresponding paying company.

Promotional Agent*

Search the Promotion Agent by providing keyword and once the

search results are found select the same. Alternatively, you can

also create a new Promotion Agent by navigating to

Sales>>Agent>>Promotion Agent.

Activity

Select the Activity from the drop-down list.

Activity Description

Give a brief description on the activity.

Debit Note Type*

Select the type of Debit note from the drop-down options:

1. Direct Debit

2. Advance

Reason

Select a reason from the drop-down list.

Invoice No

Enter an Invoice number.

Invoice Date*

Select the Invoice Date from the calendar.

Amount*

Enter the amount of Debit Note.

Comments

Additional Comments or notes regarding the Debit Note.

Tax Addition

Tax Category

Select the category of tax to be deducted.

Tax

Choose the sub category of tax to be deducted

Percentage

This field automatically derives the percentage for deduction based

on the selected tax under Deduction Tax

Taxable Amount

This field automatically takes the taxable amount from the Amount

field shown above.

Tax Amount

This field displays the calculated tax amount after deduction based

on the selected tax category, deduction tax, percentage, and

taxable amount.

4. Upon filling the details click on Create button to complete the step.

Note: Any business document created in In4suite App will be subjected to an Approval process.

It means the department Admins / authorized user will have the right to change the Status of

business document as part of the Life cycle of a business document.

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9.6.4 Debit Note Receipt

Upon receiving the amount mentioned in the debit note, a business entity can raise a debit note receipt

to a promotion agent / vendor (seller). This is a proof that can be shared with the seller that the amount

mentioned in the debit note has been received.

Note: The amount on a debit note receipt may vary from that specified on the debit note, depending on

the agreement between the seller and the buyer. For example, a seller may opt to partially pay through

a direct debit from advance and partially pay separately to the buyer.

To create a Debit, Note Receipt, follow the below steps:

1. Navigate to Leads > Marketing > Debit Note Receipt

2. On the upper right corner, click on Create Debit Note Receipt

Step 1: Fill in the fields with the required information

Fields

Explanation

Paying Company*

Select name of the company making the

payment from the drop-down list

Promotion Type*

Select the type of promotion from the drop-down

list: Brand Promotion Related or Project Related

Project

Select the project associated with the payment

from the drop-down list

Promotional Agent*

Select the promotional agent or vendor by typing

the first two-three letters of their name

Activity

Select the activity related to the promotion from

the drop-down list

Activity Description

Select the description of the activity related to the

promotion

Currency Type

Choose the currency (e.g., INR, USD, EUR) for

the payment

Receipt Date*

Select a date from the calendar when the receipt

is issued

Receipt Amount*

Enter the amount to be received as per the debit

note

Payment Mode*

Select the mode of payment (e.g., cash, bank

transfer) from the drop-down

Remarks

Add comments or notes

Step 2: Debit Note Details

Fields

Explanation

Debit Note No

Displays the unique identification number assigned

to the debit note

Debit Note Amount

Displays the total amount specified in the original

debit note

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Debit Note Recovered Till Date

Displays the amount recovered from the original

debit note till date

Amount Received Till Date

Displays the total amount received from the seller till

date

Amount Waived Till Date

Displays the total amount waived from the original

debit note till date

Balance Amount

Displays the remaining balance amount yet to be

recovered

Current Receipt Amount

Enter the amount you wish to recover against the

balance amount.

Note: The amount should be less than or equal to

the balance amount. Also, ensure that this is the

same amount you will enter in the Receipt Amount

field.

Step 3: Go to the Status bar and change the status to Submitted. It goes to the individual who has been

authorized to approve debit note receipt.

9.6.5 Credit Note

A credit note is a document issued by a business entity to a promotion vendor / agent (seller), which

serves as a formal acknowledgment of a reduction in the amount payable by the buyer to the seller.

Credit notes are issued for reasons, such as additional charges, adjustments, or corrections to

previously issued debit notes.

To create a Credit Note, follow the below steps:

1. Navigate to Leads > Marketing > Credit Note

2. On the upper right corner, click on Create Credit Note

Step 1: Fill in the fields with the required information

Fields

Explanation

Paying Company*

Select name of the company making the payment

from the drop-down list

Promotion Type*

Select the type of promotion from the drop-down

list: Brand Promotion Related or Project Related

Project

Select the project associated with the payment

from the drop-down list

Promotional Agent*

Select the promotional agent or vendor by typing

the first two-three letters of their name

Activity

Select the activity related to the promotion from

the drop-down list

Activity Description

Select the description of the activity related to the

promotion

Currency Type

Choose the currency (e.g., INR, USD, EUR) for

the payment

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Credit Note Date

Select a date from the calendar when the credit

note is issued

Amount

Enter the total amount to be credited to the

promotion agent / vendor

Remarks

Additional comments or notes regarding the

credit

Step 2: Debit Note Details

Fields

Explanation

Debit Note No

Displays the unique identification number assigned

to the debit note

Debit Note Amount

Displays the total amount specified in the original

debit note

Debit Note Recovered Till Date

Displays the amount recovered from the original

debit note till date

Amount Received Till Date

Displays the total amount received from the seller till

date

Amount Waived Till Date

Displays the total amount waived from the original

debit note till date

Balance Amount

Displays the remaining balance amount yet to be

recovered

Current Amount

Enter the amount you wish to reduce against the

balance amount.

Note: The amount should be less than or equal to

the balance amount. Also, ensure that this is the

same amount you will enter in the Amount field.

Step 3: Go to the Status bar and change the status to Submitted. It goes to the individual who has been

authorized to approve debit note receipt.

9.7 Market Intelligence

Market Intelligence is a powerful tool within In4Suite application designed to provide actionable insights

through comprehensive competitor analysis. By utilizing this feature, users can effectively compare their

projects with competitors, in order to make informed decisions and create a strategic plan.

9.7.1 Parameters

The first action you will perform under Market Intelligence is define parameters. A parameter is a specific

attribute or characteristic used for comparison and analysis. Hence, the parameter setup ensures accurate

comparison across competitors.

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To create a parameter, follow the below steps:

Step 1: Go to Leads > Marketing > Market Intelligence > Parameters > Click Create Parameter Setup

Step 2: Fill in the fields

Fields

Explanation

Parameter Name*

Enter a parameter name

Data Type*

Select the appropriate data type (numeric, character,

datetime, etc.)

Short Name*

Enter a short or abbreviated identifier for the

parameter

Map To*

Defines where a parameter connects: Competitor

Business Plans or Rental Terms.

Step 3: Click Create.

9.7.2 Dev. Type – Parameters

Under Dev. Type - Parameters, you will choose a development type (Flats, Villa, Commercial, etc.) and

map parameters accordingly to the chosen development type.

To map parameters to the development type, follow the below steps:

Step 1: Go to Leads > Marketing > Market Intelligence > Dev. Type - Parameters

Step 2: Chose options from the Map Parameters To and Development Type drop-down lists and click Go.

Step 3: Choose parameter(s) from the Parameters box and click Add Selected (single) arrow to select the

parameter(s).

Note: click Add All (double) arrow if you wish to select all the parameters.

Step 4: Click Map to finalize the mapping process.

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9.7.3 Dev. Type – Unit Types

Under Dev. Type - Units, you will choose a development type and map unit types (2 BHK, 3 BHK, 4 BHK,

Office, Industrial Unit, Retail, etc.) to the chosen development type.

To map unit types to the development type, follow the below steps:

Step 1: Go to Leads > Marketing > Market Intelligence > Dev. Type - Units

Step 2: Select a development type from Development Type* drop-down list.

Step 3: Choose unit types from the Unit Types box and click Add Selected (single) arrow to select the unit

types.

Note: Click Add All (double) arrow if you wish to select all the unit types.

Step 4: Click Map to finalize the mapping process.

9.7.4 Market Intelligences

Under Market Intelligences, you will create a competitor list you wish to analyse by feeding competitor details

pertaining to business plans, projects, and sales terms.

To create a competitor, follow the below steps:

Step 1: Go to Leads > Marketing > Market Intelligence > Market Intelligences > Competitor List

Step 2: Click Create Competitor

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Step 3: Fill in the field with Name, Country, State, City, Address, PO Box and Remarks. Then, click Add Row

under Competitor Team details and add competitor team details such as Name, Designation, Email ID,

Mobile No, and Land Line No.

Step 4: Click Create. Now, go back to the Competitor List, search for the competitor using the filer and click

Go. Select the competitor.

Step 5: Once parameters are mapped to competitor business plans in the parameter setup, they will appear

under the Business Plans tab. Fill in all necessary parameters, and click Add New to proceed. Then, select a

date and click Go to move further into the process.

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Step 6: Navigate to the Projects tab. Select a competitor project(s) by specifying the Development Type,

Project, Country, State, City, and Location. Add remarks and click Add New to proceed.

Step 7: Select a particular project from Project drop-down list for comparison. Once the project is selected,

proceed to define Sales Terms and Sales Unit Type Terms, which are derived from Leads > Dev. Type

Parameters (previously mapped against units.). The sales terms may include pricing, payment plans,

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discounts, amenities, etc., while examples of Sales Unit Types may include Office Unit (commercial unit), 1

BHK, 2 BHK, 3 BHK (residential units).

Once you have filled Sales Terms and Sales Unit Type Terms, click Add New and then click Save or Save &

Continue (if you want to save and continue with filling the details).

9.7.5 Competitor Comparison

Step 8: Generate a Competitor Comparison Report.

Follow the below instructions to generate report:

1. Choose the type of report you want to generate under Report Type.

2. Specify the country for which you want to generate the report under Country.

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3. Select the state within the chosen country under State.

4. Pick the city within the selected state under City.

5. Specify the area within the chosen city under Location.

6. Select the type of development you're interested in comparing under Development Type.

7. Define the time period for which you want to gather data using From Date and To Date calendars.

8. After setting all the parameters, click on the Go button to proceed.

9. Use double arrows to select one or more competitors for comparison.

10. Once you have selected the competitor(s), click on the Generate button to generate the Competitor

Comparison Report.

9.8 Masters

9.8.1 Masters

Booking through

Purpose: To create a source(s) of enquiry(is)

To create, go to Leads > Masters > Master Table > Select Booking through from the drop-down list > Click Go

> Click Create > Enter a name > Click Create.

Items appear in Leads > Dashboard > Create Lead > Leads Details > Enquiry Source

Budget

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Purpose: To create a budget category(ies) created for customers with different plans

To create, go to Leads > Masters > Master Table >Select Budget from the drop-down list > Click Go > Enter a

name > Click Create

Items appear in Leads > Dashboard > Create Lead > Leads Details > Budget

Customer Grade Master

Purpose: To create category(ies) for a customer(s), mostly based on financial eligibility or budget constraints.

For example, Not Eligible for Loan, Low on Budget, Not Interested, etc.

To create, go to Leads > Masters > Master Table > Select Customer Grade Master from the drop-down list >

Click Go > Click Create > Enter a name > Click Create.

Items appear in Leads > Dashboard > Create Lead > Leads Details > Save > Customer Details > Category

Customer Type Master

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Purpose: To classify a customer(s) by their demographic or organizational characteristics

To create, go to Leads > Masters > Master Table > Select Customer Type Master from the drop-down list >

Click Go > Click Create > Enter a name > Click Create.

Items appear in Leads > Dashboard > Create Lead > Leads Details > Save > Customer Details > Type

Enquiry Source Sub Type

Purpose: To track the primary channel or method through which the lead was generated.

To create, go to Leads > Masters > Master Table > Select Enquiry Source Sub Type from the drop-down list >

Click Go > Click Create > Select an Enquiry Source from the list and enter a name > Click Create

Items appear in Leads > Dashboard > Create Lead > Leads Details > Enquiry Source* / Sub Enquiry Source

Note: The Enquiry Source data comes from Sales > Masters > Master Table >

Lead Document Category

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Purpose: To create, upload and manage lead-related documents

To create, go to Leads > Masters > Master Tables > Select Lead Document Category from the drop-down list

> Click Go > Click Create > Enter Name and Description > Click Create

Items appear in Leads > Configure > Documents > Document Category

Location

Purpose: To create a location(s) to which a lead(s) belongs

To create, go to Leads > Masters > Master Tables > Select Location from the drop-down list > Click Go > Click

Create > Enter Name > Click Create

Items appear in Leads > Dashboard > Create Lead > Leads Details > Save > Customer Details > Location

Sales Leads Probability

Purpose: To assign probability percentages to lead stages. For instance, a 90% probability may signify a hot

lead with high potential for conversion.

To create, go to Leads > Masters > Master Tables > Select Sales Leads Probability from the drop-down list >

Click Go > Click Create > Enter Name, probability percentage (Prob. Percentage) and Description > Click

Create

Items appear in Leads > Dashboard > Leads (select a record) > Interactions > Lead Probability