Click on the ‘Rank Performance’ sub menu under the Reports to view the Rank Performance report. Enter the username and click on the view button to view the Rank Performance report of the selected user. You can download and take a print out of the report by clicking the print option from the page.
Monthly Archives: February 2021
How to Logout from Infinite MLM Software User Dashboard?
To logout from the dashboard, go to dashboard, click on the Logout menu under the profile section.
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: […]
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 […]
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 followup date […]
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 […]
How is the ticket system handled?
Click on the Support Center menu on the left panel of the window to operate the ticket system. How to view existing Tickets? Click on My Tickets tab and enter the following details: Ticket ID: Enter the ticket ID from dropdown. Category: Select the category from dropdown. Priority: Select the priority from dropdown. Status: Select […]
How to view FAQs added by the admins?
Go to Tools and Select the FAQ sub menu to view the FAQs added by the admin.
How to receive notifications for new news articles or updates?
Click on the ‘News’ sub-menu to read the news added by the admin. Click on the Read More option to read the complete information.