AKTI

AKTI CRM

B2C Leads

Total Leads
0
New
0
Contacted
0
Won Back
0
Lost
0

Upload Lost Business Data

Import B2C leads from Excel (Lost business from last 5 years)

Excel Upload

Drop Excel file here or click to browse

Supported: .xlsx, .xls (Max 10MB)

Required Columns

  • Customer Name - Full name
  • Phone - Contact number
  • Email - Email address (optional)
  • Previous Policy Type - Motor/Medical/Property
  • Previous Policy Number - Last policy #
  • LOB - Line of Business
  • Last Premium - Amount (QAR)
  • Expiry Date - Last policy expiry
  • Loss Reason - Why customer left
  • Branch - Branch name

B2C Leads

Customer Phone LOB Last Policy # Last Premium Status Branch Agent Priority Next Follow-up Actions
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