Leads Module

Overview The Leads Module is used to identify, track, and manage potential customers (leads) acquired through various marketing channels. This module serves as a central repository for contact information, engagement history, and qualification status, allowing marketing teams to nurture prospects effectively throughout the sales funnel. Each lead record contains detailed contact information, source tracking, and categorization, ensuring that sales and...

Campaigns Module

Overview The Email Campaigns Module allows users to create, manage, organize, and monitor email campaigns and reusable email templates within the ERPat System. It provides tools for composing campaigns, attaching recipients, managing labels, tracking campaign statuses, and organizing templates for repeated use. Users can browse campaign records, filter and search entries, and maintain structured communication workflows. Key Features Accessing the...

Forms Module

Overview The Forms Module under Marketing is used to create, manage, and monitor digital forms for campaigns, lead collection, surveys, registrations, and other marketing-related activities. These forms serve as structured data collection tools that help marketing teams gather customer information, feedback, and engagement details. Each form record contains configuration and visibility settings, ensuring consistent usage across campaigns and external integrations....

Raffle Draw Module

Overview The Raffle Draw Module is used to create, manage, and monitor raffle events within the system. It allows administrators or marketing personnel to organize promotional draws, register participants, define the number of winners, and track results in a centralized interface. Each raffle record contains essential event information such as title, description, participant count, draw schedule, winner details, and status,...

Event Pass Module