WEB DASHBOARD / SIMPLE CRM
The web dashboard is used by salespeople and managers to track leads from the field.
- Acting on a New Lead
- Changing the status of a lead
- Archiving a Lead
- How to Set a Reminder and View All Reminders
- Submitting Leads as a Salesperson
- I received my first lead, how do I act on it?
- How do I archive a lead?
- How do I drop or reject a lead?
- How do I generate a payout report (manage rewards)?