{"id":2825,"date":"2021-02-08T10:57:31","date_gmt":"2021-02-08T10:57:31","guid":{"rendered":"https:\/\/infinitemlmsoftware.com\/help\/?p=2825"},"modified":"2022-11-22T11:33:26","modified_gmt":"2022-11-22T11:33:26","slug":"crm-dashboards-user","status":"publish","type":"post","link":"https:\/\/infinitemlmsoftware.com\/help\/crm-dashboards-user\/","title":{"rendered":"CRM User Dashboard"},"content":{"rendered":"<h2>How to view the status of Leads ?<\/h2>\n<p>Go to <strong>CRM &#8211; Dashboard<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Click on <strong>Dashboard<\/strong> sub-menu to view the total ongoing, accepted, rejected leads. It also displays your current follow up, missed follow up, recent lead information details.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3047\" src=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-06-38.013Z.png\" alt=\"\" width=\"1284\" height=\"654\" srcset=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-06-38.013Z.png 1284w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-06-38.013Z-300x153.png 300w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-06-38.013Z-1024x522.png 1024w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-06-38.013Z-768x391.png 768w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-06-38.013Z-60x31.png 60w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-06-38.013Z-150x76.png 150w\" sizes=\"(max-width: 1284px) 100vw, 1284px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">There are four icons under the following fields<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Edit Lead<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Add followup<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Next followup date<\/span><\/li>\n<li><span style=\"font-weight: 400;\">View lead<\/span><\/li>\n<\/ul>\n<h2><b>How to Edit Lead Data ?<br \/>\n<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Click on the <strong>Edit Lead<\/strong> icon\u00a0 as shown in the below screenshot.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3048\" src=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-08-13.821Z.png\" alt=\"\" width=\"1286\" height=\"652\" srcset=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-08-13.821Z.png 1286w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-08-13.821Z-300x152.png 300w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-08-13.821Z-1024x519.png 1024w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-08-13.821Z-768x389.png 768w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-08-13.821Z-60x30.png 60w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-08-13.821Z-150x76.png 150w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Edit the following details of the lead<\/span><\/p>\n<ul>\n<li><b>First Name:<\/b><span style=\"font-weight: 400;\"> Edit the first name of the lead<\/span><\/li>\n<li><b>Last Name:<\/b><span style=\"font-weight: 400;\"> Edit the last name of the lead<\/span><\/li>\n<li><b>Email id:<\/b><span style=\"font-weight: 400;\"> Edit the email id<\/span><\/li>\n<li><b>Skype ID:<\/b><span style=\"font-weight: 400;\"> Edit the skype id.<\/span><\/li>\n<li><b>Mobile No:<\/b><span style=\"font-weight: 400;\"> Edit the mobile number<\/span><\/li>\n<li><b>Country:<\/b><span style=\"font-weight: 400;\"> Edit the country details.<\/span><\/li>\n<li><b>Description:<\/b><span style=\"font-weight: 400;\"> Edit the description<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Edit the level of interest and lead status.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">After editing the details, click on the update button to edit the lead information and the message \u201c Lead updated successfully\u201d gets popped up.\u00a0 <\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3049\" src=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-09-55.864Z.png\" alt=\"\" width=\"1297\" height=\"653\" srcset=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-09-55.864Z.png 1297w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-09-55.864Z-300x151.png 300w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-09-55.864Z-1024x516.png 1024w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-09-55.864Z-768x387.png 768w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-09-55.864Z-60x30.png 60w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-09-55.864Z-150x76.png 150w\" sizes=\"(max-width: 1297px) 100vw, 1297px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2><b>How to add followup ?<br \/>\n<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Click on <strong>Add follow up<\/strong> icon to add follow up details as shown in the below screenshot. <\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3050\" src=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-18-01.874Z.png\" alt=\"\" width=\"1292\" height=\"657\" srcset=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-18-01.874Z.png 1292w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-18-01.874Z-300x153.png 300w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-18-01.874Z-1024x521.png 1024w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-18-01.874Z-768x391.png 768w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-18-01.874Z-60x31.png 60w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-18-01.874Z-150x76.png 150w\" sizes=\"(max-width: 1292px) 100vw, 1292px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Add the following details in the pop up box shown in the below screenshot<br \/>\n<\/span><\/p>\n<ul>\n<li><b>Lead: <\/b>Enter the lead name<\/li>\n<li><b>Description:<\/b> Enter the description<\/li>\n<li><b>Next follow up date:<\/b> Select the next follow up date<\/li>\n<\/ul>\n<p>Click on <b>Choose File <\/b>to upload any file of 2MB.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3051\" src=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-19-46.642Z.png\" alt=\"\" width=\"1302\" height=\"657\" srcset=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-19-46.642Z.png 1302w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-19-46.642Z-300x151.png 300w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-19-46.642Z-1024x517.png 1024w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-19-46.642Z-768x388.png 768w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-19-46.642Z-60x30.png 60w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-19-46.642Z-150x76.png 150w\" sizes=\"(max-width: 1302px) 100vw, 1302px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">After entering the details, click on the Add Followup button to add followup details and the message \u201cFollowup added successfully\u201d gets popped up. <\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><b>How to schedule next followup date ?<br \/>\n<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Click on the <strong>Next followup date<\/strong> icon as shown in the below screenshot. <\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3052\" src=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-21-40.690Z.png\" alt=\"\" width=\"1293\" height=\"656\" srcset=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-21-40.690Z.png 1293w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-21-40.690Z-300x152.png 300w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-21-40.690Z-1024x520.png 1024w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-21-40.690Z-768x390.png 768w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-21-40.690Z-60x30.png 60w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-21-40.690Z-150x76.png 150w\" sizes=\"(max-width: 1293px) 100vw, 1293px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Enter the Next Followup Date as shown in the below screenshot. <\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3053\" src=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-23-38.743Z.png\" alt=\"\" width=\"1303\" height=\"657\" srcset=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-23-38.743Z.png 1303w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-23-38.743Z-300x151.png 300w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-23-38.743Z-1024x516.png 1024w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-23-38.743Z-768x387.png 768w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-23-38.743Z-60x30.png 60w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-23-38.743Z-150x76.png 150w\" sizes=\"(max-width: 1303px) 100vw, 1303px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Click on Update Followup Date button as shown in the above screenshot and the message \u201c Follow Up date update successfully\u201d gets popped up as shown in the below screenshot.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">\u00a0<strong>How to <\/strong><\/span><b>View lead Data ?<br \/>\n<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Click on <strong>View Lead<\/strong> icon as shown in the below screenshot to view the lead information<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3054\" src=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-36-33.809Z.png\" alt=\"\" width=\"1292\" height=\"658\" srcset=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-36-33.809Z.png 1292w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-36-33.809Z-300x153.png 300w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-36-33.809Z-1024x522.png 1024w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-36-33.809Z-768x391.png 768w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-36-33.809Z-60x31.png 60w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-36-33.809Z-150x76.png 150w\" sizes=\"(max-width: 1292px) 100vw, 1292px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">This will display <strong>Lead Details<\/strong> and <strong>Lead History<\/strong><br \/>\n<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3055\" src=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-40-38.484Z.png\" alt=\"\" width=\"1302\" height=\"657\" srcset=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-40-38.484Z.png 1302w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-40-38.484Z-300x151.png 300w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-40-38.484Z-1024x517.png 1024w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-40-38.484Z-768x388.png 768w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-40-38.484Z-60x30.png 60w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-40-38.484Z-150x76.png 150w\" sizes=\"(max-width: 1302px) 100vw, 1302px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3056\" src=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-41-05.428Z.png\" alt=\"\" width=\"1303\" height=\"656\" srcset=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-41-05.428Z.png 1303w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-41-05.428Z-300x151.png 300w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-41-05.428Z-1024x516.png 1024w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-41-05.428Z-768x387.png 768w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-41-05.428Z-60x30.png 60w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-41-05.428Z-150x76.png 150w\" sizes=\"(max-width: 1303px) 100vw, 1303px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Click on the Edit Details button to edit the lead details. Refer above Edit Lead section.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-3057\" src=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-46-39.596Z.png\" alt=\"\" width=\"1304\" height=\"657\" srcset=\"https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-46-39.596Z.png 1304w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-46-39.596Z-300x151.png 300w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-46-39.596Z-1024x516.png 1024w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-46-39.596Z-768x387.png 768w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-46-39.596Z-60x30.png 60w, https:\/\/infinitemlmsoftware.com\/help\/wp-content\/uploads\/2021\/02\/Firefox_Screenshot_2022-03-22T06-46-39.596Z-150x76.png 150w\" sizes=\"(max-width: 1304px) 100vw, 1304px\" \/><\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to view the status of Leads ? Go to CRM &#8211; 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. &nbsp; There are four icons under the following fields Edit Lead Add followup Next followup date [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"user_categories":[48],"class_list":["post-2825","post","type-post","status-publish","format-standard","hentry","category-uncategorized","user_categories-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRM User Dashboard - MLM HELP<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/infinitemlmsoftware.com\/help\/crm-dashboards-user\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM User Dashboard - MLM HELP\" \/>\n<meta property=\"og:description\" content=\"How to view the status of Leads ? Go to CRM &#8211; Dashboard Click on Dashboard sub-menu to view the total ongoing, accepted, rejected leads. 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