HDFCLIFE UPSELL LEAD INPUTTING AND POSITIVE CLOSURE... ...KNOW HOW

 HDFC LIFE step by step guide for doing positive closure of upsell case

Step 1

Open https://crm.hdfclife.com

(Do desktop mode if using mobile)

Step 2

Choose option LEAD and then press plus (+) near search icon

Step 3

Input details

Name

Date of birth

Mobile no.

Step 4 

Select DEO

Choose USER ID in first drop-down and type US1307R1 (1307 here is branch code)

Step 5 

Fill Details

Customer need

Product Platform

Product Discussed

Step 6

Select Yes in all 8 options

Now lead is inputted for upsell but still work is pending for positive closure,

Press lead number once and new window will open below 

Step 7

Choose Compain Code

Search LWCC

SELECT LWCC US

Step 8

Go to Products icon

Changed INTERESTED to PRODUCT PURCHASED

Step 9

Select Positive closure in Above window

and carefully input Application number.

Important Points 

>Punch application from dedicated upsell link will only be counted

> Application number once done positive closure cannot be used again

> Step4 and Step7  is must to get credit of upsell