WEB DASHBOARD / SIMPLE CRM
The web dashboard is used by salespeople and managers to track leads from the field.
- Acting on a New Lead
- Archiving a Lead
- Assigning a Lead (Managers)
- Changing the status of a lead
- How to Change Your Password
- How to set up your program through the Admin Console (Managers/Admin only)
- Moving a Lead Back in the Sales Cycle
- Overview of the Web Dashboard (Simple CRM)
- Payouts to your Lead Generators
- Set a Reminder
- Submitting Leads as a Salesperson