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 of Interest […]

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E-Pin Purchase

Click on E-Pin Purchase sub menu to purchase E-Pin for any selected user. Enter the following details to purchase E-Pin *Username: Enter the username. *Amount: Select the amount to be allocated for the E-Pin *Count: Select the number of E-Pin to be purchased. After entering all the options click on E-Pin Purchase. The message ” […]

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E-Pin Transfer

Click on E-Pin Transfer sub menu to transfer E-Pin from one user to another user. After selecting all the options click on the transfer button. The message” E-Pin transferred successfully “ gets popped up.  

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Clear Cache

Click on clear cache sub menu to clear cache. Click on the Flush Cache button as shown in the below screenshot to clear cache.  

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