# V5.3.15 - Enhancement on Leads Module & New Bank Card Approval Function

#### Released Date - 13 Sep 2022

In this release, the leads module has been enhanced for you to better track the progress of your leads and manage your leads operation more efficiently. Explore this function now to increase your leads conversion rate!

A new bank card approval function has also been launched for you to monitor and control your company’s incoming and outgoing funds. Utilize this function to comply with third party payment restrictions and other regulatory requirements for your company.

## <mark style="color:red;">Enhancement of Leads Module</mark>&#x20;

### 1)   Additional Categorization of Lead Statuses&#x20;

1. Previously Available Lead Statuses:
   * Followed Up
   * Not Followed Up
   * No Intention
   * Intention
2. Newly Added Lead Statuses:

   * No Response
   * Incorrect Data

   <figure><img src="/files/gNkdOsBR1WyrNAcKLBzh" alt=""><figcaption></figcaption></figure>
3. This allows you to better categorize the status of your leads and plan out upcoming actions for your sales team to increase conversion rate.

**Lead Status Description & Follow Up Plans**

| Lead Status     | Description                                        | Potential Upcoming Actions                                                                                                                                                                                                               |
| --------------- | -------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Followed Up     | Sales Team has followed up with the lead           | <p>a) Pending lead to revert. <br>b) To follow up again if no response within 7 days.</p>                                                                                                                                                |
| Not Followed Up | Sales Team has not followed up with the lead       | <p>a) Sales is to follow up with the lead by giving them a call or sending them an email. <br>b) Team leader is to follow up with the relevant sales personnel if no follow up action is taken.</p>                                      |
| Intention       | Lead is interested in opening an account           | <p>a) Sales is to follow up and convert lead into a client. <br>b) Sales is to send account opening email to lead.</p>                                                                                                                   |
| No Intention    | Lead is not interested in opening an account       | <p>a) Continue sending marketing materials / emails to lead. <br>b) Lower priority given, no need for active follow up <br>c) Re-visit during promotional events or after a specific time frame and re-assess lead’s interest level.</p> |
| No Response     | Lead did not respond to Sales                      | <p>a) Sales is to reach out to the lead again after 7 days. <br>b) After multiple failed attempts, Sales can consider deleting the lead altogether.</p>                                                                                  |
| Incorrect Data  | Lead’s contact information is invalid or incorrect | <p>a) Sales may attempt to search for correct data from other sources. <br>b) After failing the above, Sales can consider deleting the lead altogether.</p>                                                                              |

### 2)   Addition of Lead Source Field&#x20;

1. You can now manually input the lead source (maximum of 200 characters) to keep track of your leads’ origin.

   <figure><img src="/files/xg4HJsp6UNs1nBKU6Ql8" alt=""><figcaption></figcaption></figure>
2. You can filter the leads report according to the lead source and analyze the success rate of your marketing campaigns.

   <figure><img src="/files/dHh3R45k804Hfeqsbc9Z" alt=""><figcaption></figcaption></figure>

### 3)   Enhancement of Batch Operations for Leads Module

{% tabs %}
{% tab title="Batch Change Lead Status" %}
You can now modify the lead status in batches to enhance efficiency:

1. Select the leads
2. Select "Lead Status"&#x20;
3. Select the lead status you wish to change to&#x20;
4. Click "Confirm"&#x20;

   <figure><img src="/files/pbf5g7LFAXkITiYChJUg" alt=""><figcaption></figcaption></figure>
5. Upon confirmation, a notice will pop up and you may view the record details by clicking “Confirm”.\
   ![](/files/UJ4dHWfshV1iJGZeKSg3)
6. You will be redirected to the Batch Operation Records where you can view the status of the batch operation.

   <figure><img src="/files/Z0PsXreCIdsRmU4zaM3w" alt=""><figcaption></figcaption></figure>
7. If the original lead status is the same as the new lead status, the batch operation status will be indicated as “Success”.
   {% endtab %}

{% tab title="Batch Delete Leads " %}
You can now batch delete leads to clean up your leads record and focus on the value adding leads:&#x20;

1. Select the leads
2. Select “Delete”
3. Click “Confirm”
4. Upon confirmation, a notice will pop up and you may view the record details by clicking “Confirm”.
5. You will be redirected to the Batch Operation Records where you can view the status of the batch operation.

If you delete a lead record for a converted lead (i.e., lead has already opened an account with you), the lead name will disappear from the Client’s detail page.

<figure><img src="/files/F0udYA5deUj1eWgEqk75" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Batch Import Leads " %}
When you batch import leads, you can now fill in the Lead Status and Source as well.

Additional Batch Import Columns:

1. Lead Status
   * Required field
   * If you key in an incorrect lead status, the batch operation record will indicate “Invalid Status”.
2. Source
   * Optional field
   * Up to a maximum of 200 characters only
     {% endtab %}
     {% endtabs %}

## <mark style="color:red;">Bank Card Approval Function</mark>&#x20;

### 1)   Bank Card Approval&#x20;

1. In the previous version, your client can add up to 10 bank cards for each withdrawal method without any approval from you. This may pose an issue to you if you are required to adhere to certain regulatory requirements regarding incoming and outgoing client funds.
2. In this new release, you will have the option to approve or reject any bank card creation requests from clients. Clients will not be able to submit withdrawal requests unless their bank card has been approved.
3. In order to proceed with the bank card approval function, you will need to ensure that you provide the necessary permissions to your clients and Backoffice users.

<details>

<summary>Client Permissions </summary>

1. By default, the permissions provided to your clients are “Add Bank Card” and “Update Bank Card”.
2. We have added a new permission “Delete Bank Card”. Providing this permission means that your clients will be able to delete any existing bank cards that they have.
3. In order to start reviewing bank card creation by your clients, you will need to provide them with the “Bank Card Approval” permission.

   <figure><img src="/files/1yv3aLD99qa3xNloIrNw" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Backoffice Permissions </summary>

1. In order to start reviewing bank card creations by your clients, you will need to provide the following permissions to your backoffice users:

   <figure><img src="/files/Io9e7D5fFQ6YsFYItTjo" alt=""><figcaption></figcaption></figure>

</details>

4. Bank Card Approval Requests&#x20;

{% tabs %}
{% tab title="Step 1" %}

1. Go to My Profile > Bank Card
2. Select “Add Bank Card”

   <figure><img src="/files/O8Vmyj8FvNS7TcI84eVA" alt=""><figcaption></figcaption></figure>

{% endtab %}

{% tab title="Step 2" %}

1. Fill in the respective fields.\
   ![](/files/wUjYXQ9HVIaEKZfVWYlg)
2. The fields for a Bank Card are set based on the fields you setup under withdrawal settings:

   <figure><img src="/files/MK9BjuSiIW2upJ7i3Bvb" alt=""><figcaption></figcaption></figure>

{% endtab %}

{% tab title="Step 3" %}

1. Upon submitting the bank card request, your client will be able to see the status here and view the details of the bank card.\
   ![](/files/64Nlqf9NUcObkDo5nK4m)
2. Client can also review the request history for all bank card creations by selecting “Request History”.

   <figure><img src="/files/U3Bt4KT8aky2siZv4yzK" alt=""><figcaption></figcaption></figure>

   <figure><img src="/files/S4xMOMHCxTFd0HduyzJa" alt=""><figcaption></figcaption></figure>
3. You will be able to review all bank card requests under the “Approval” tab in the Backoffice.

   <figure><img src="/files/mLQ33sEkpHL9ISDxiSqd" alt=""><figcaption></figcaption></figure>
4. You can review each request and view the bank card details here and either approve or reject the request.

   <figure><img src="/files/dpZftsgdolHsH4On7Ysp" alt=""><figcaption></figcaption></figure>
5. Your client will be notified upon approval or rejection.
   {% endtab %}
   {% endtabs %}

### 2)   Amendments to Withdrawal Requests&#x20;

1. In the previous release, your client can submit withdrawal requests even without creating a bank card.
2. In this release, if you have turned on the “Bank Card Approval” permission, your client will not be able to submit any withdrawal requests before creating a bank card.
3. Without any bank card setup and approved, there will be a pop-up notification to your client to remind them to setup the bank card first. Selecting the “Add” button will redirect your client to the bank card setup page.\
   ![](/files/6e1ZY31cj7fBnJ75BM4s)
4. Once the bank card is setup and approved, the client can proceed to select the bank card in which they want to withdraw funds to. Your client will only see approved bank cards in the drop-drown selection.

   <figure><img src="/files/CfRpfaPByPp7HuupmP3t" alt=""><figcaption></figcaption></figure>
5. Upon selecting the Bank Card, the bank account details will be populated automatically, and your client can proceed to submit the withdrawal request.

   <figure><img src="/files/0gyuOOa5dBwgAtaPTlT3" alt=""><figcaption></figcaption></figure>

### 3)   Amendments to Related Modules&#x20;

{% tabs %}
{% tab title="Dashboard " %}

1. Bank Card creation requests are now shown in the Pending Approval Dashboard as well.
2. Selecting it will redirect you to the approval page for bank cards.\
   ![](/files/QKwPVKbPKlEI9cFC5UvX)
   {% endtab %}

{% tab title="Approval Settings" %}

1. Under Approval Settings, you can also decide whether to manually approve bank card creation requests or automatically approve them.\
   ![](/files/csdz0g3UDOdKGb0n3y18)
2. You can also setup multi-level approvals for bank card creation requests as well.<br>
   {% endtab %}

{% tab title="Client Details Page" %}

1. In the Client Details page, you can now see the Bank Cards for your client. You may view the details of each bank card and their respective approval status.

   <figure><img src="/files/GQAOWkrbNeZimusamWAu" alt=""><figcaption></figcaption></figure>

{% endtab %}
{% endtabs %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://reference-guide.gitbook.io/crm-version-release-notes/v5.3.15-enhancement-on-leads-module-and-new-bank-card-approval-function.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.