To logout from the dashboard, go to dashboard, click on the Logout menu under the profile section.
Monthly Archives: February 2021
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 […]
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 […]
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 […]
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: […]
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 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 […]
What kind of tools are available in the user dashboard?
Click on the Tools menu on the left panel of the window. It consists of the following sub-menus: Leads Replication Site Download Materials Upload Materials News FAQs Promotional Tools
Is it possible to track the performance of replicated sites?
Click on the Replica Site submenu under Tools to configure the replication site. You can see two sections: Current Banner which shows the currently updated banner. Upload Top Banner where you upload banners. Now, to upload the top banner, click on the button that says ‘Upload’ and after uploading, the message “Top banner updated successfully” […]
How can I share the downloaded materials with my downline members?
Click on the Download Materials sub menu under Tools to download the materials. You can download the materials by simply clicking the download button as seen in the screenshot.