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 […]
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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.
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.
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” […]
What kind of tools are available in the user dashboard?
The Tools section provides essential resources to support business growth, marketing, and user assistance. This section includes a range of tools and resources that help streamline lead management, enhance marketing efforts, and keep users informed and supported. And that are; Leads Replica Site Download Materials News FAQs Promotional Tools
How are administrators and users communicated ?
Click on the mailbox menu on the left pane of the window where you can see additional features. It’s from here, you communicate with other users or admin. You can see the Inbox in the opened page, from where you can compose mails. To compose a mail click on the ‘compose’ option. Enter the necessary […]