Click on Graph sub menu to view the graphical representation of the number of accepted, rejected and ongoing leads for the current month and the current year.
Category: CRM
How to view lead information ?
To view lead information using filter options, follow these steps: Click on “View Lead” under the CRM section to access the View Lead sub-menu. Enter the following options to filter and view the leads: Lead Added Date Next Follow-up Date Level of Interest Lead Status Country Assigned To Lead Status Change D […]
How to add leads?
Follow these steps to manage leads in the CRM: Click on “Add leads” under the CRM section. Click on the “Add Lead” submenu and add the following data: First Name: Add the first name of the lead Last Name: Enter the last name of the lead Email ID: Enter the email id Skype ID: Enter the skype id. […]
What Does a CRM Dashboard Track and Analyze?
Click on Dashboard sub menu to view the total ongoing, accepted, rejected leads. It also displays your current follow up, missed follow up, recent lead information details. To get detailed reports of the leads click on the icon shown in the screenshot and update the necessary: Lead Added Date Next Follow-up Date Level […]
What does the lead graph display in the user side?
Click on Graph sub-menu to view the graphical representation of the number of leads for the current month and the current year.
How to easily view and filter out lead data?
How to easily view and filter out lead data ? Click on View Lead sub menu under CRM to view the lead information. Fill up the following details to filter and view leads Search Tag: Enter any one of the keywords (first name, last name, skype id, email id, mobile number) Lead added from date: Enter the from date, the lea […]
How users can add leads?
How to add more Leads? From the CRM dropdown, navigate to Add leads. To add new leads, fill in the following data: First Name: Add the first name of the lead Last Name: Enter the last name of the lead Email id: Enter the email id Skype ID: Enter the skype id. Mobile No: Enter the mobile number Country: Enter the countr […]
CRM User Dashboard
How to view the status of Leads ? Go to CRM – Dashboard Click on Dashboard sub-menu to view the total ongoing, accepted, rejected leads. It also displays your current follow up, missed follow up, recent lead information details. There are four icons under the following fields Edit Lead Add followup Next fo […]
What Does a CRM Dashboard Track and Analyze?
Click on Dashboard sub menu to view the total ongoing, accepted, rejected leads. It also displays your current follow up, missed follow up, recent lead information details. To get detailed reports of the leads click on the icon shown in the screenshot and update the necessary: Lead Added Date Next Follow-up Date Level […]