Click on the Logout menu on the bottom left pane of the window to log out from the application.
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 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 to add more Leads ? Go to CRM – Add Leads Click on Add Lead sub menu 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. […]
How to easily view and filter out Lead Data ? Click on View Lead sub-menu to view the lead information by using the filter options Fill up the following details to filter and view the leads Search Tag: Enter any one of the keywords (first name, last name, skype id, email id, mobile number) Lead […]
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
Click on the Support Center menu on the left panel of the window to create the ticket. How to view existing Tickets ? Click on My Tickets tab as shown in the below screenshot. Enter the following details as shown in the above screenshot. Ticket ID: Enter the ticket ID from dropdown. Category: Select […]
Click on the Tools menu on the left panel of the window. It consists of the following sub-menus. Replication Site Download materials News FAQs
Click on the Replication Site submenu to configure the replication site. Choose the file to upload the Top banner as shown in the below screenshot. Click on the upload button to upload the banner and the message “Top banner updated successfully”
Go to Tools – Download Materials Click on the Download Materials sub-menu to download the materials as shown in the below screenshot. Click on the download button as marked in the above screenshot to download the material.