Click on Leads under the Tools menu to view the details of leads. You can see the details like: First Name, Last Name, Lead Status, Email, Mobile, and Skype ID. Search with name or email to view details of that specific lead. Click on edit option under edit lead where you can edit the lead […]
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How to Order Products From the User Side?
From the user dashboard, click on the cart icon from the left bottom of the side panel. You can see the products available in the cart. You can see 2 options – Add to cart and More Options. Click on More option to view the details of that particular product. Now, Select the product and […]
How does E-commerce registration work in Infinite MLM ?
E-commerce is available to those who purchased E-commerce add on features. If you have an e-commerce store, clicking ‘Register’ from the left panel of the window will directly take you to the e-commerce platform. Package and Sponsor Information Select the product, Enter the sponsor username and click on continue. NB: You have to select the […]
What does Tree View represent?
A tree view representation of the members of your system is shown here. The tree structure of downline members can be expanded down to the final level of joining. Select ‘Tree View’ under ‘Network’ to view your tree.
How To Add New Priviledged Users?
Click on the ‘Add New’ button to add new users to the privileged section. A pop up arrives where you are asked to enter the details like User name, first name, last name, Email, mobile number, the password, and confirm the password. Then Click on the ‘Save and Close’ button. The user has been added […]
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 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: […]