You can view the intel on the Dashboard/CRM in four different views.
1. Funnel is the default view and gives you an overview of the leads in each sales cycle stage. You can click on each lead box to provide you with a more in-depth view, and you can drag the lead box as it moves through each of the stages in the sales cycle.
Fig1 Funnel view
2. List view will present the leads in a list format. You are also able to click on each lead for a more in-depth view of that lead.
3. Map/Satellite view. This view allows you to view the leads by territory/area. It's extremely useful to view all the surrounding business information and the perfect tool for building density around your customers. You can switch between the map and satellite view by clicking on the chosen view.
The satellite view allows you to see all your leads pinned by satellite and colour-coded by deal stage. You can also geofence a specific area by zooming in on an area you'd like to target and then exporting it to a spreadsheet.
Fig4. Satellite view
4. Table view allows you to view the leads in a table format. In addition, you can change the status of the salesperson and the status of the lead by clicking on the field. Furthermore, you can custom order the fields in preference in which you want to view the data and set it as a default view. To view the lead in depth by clicking on the lead number in the first column.