WEB DASHBOARD / SIMPLE CRM
The web dashboard is used by salespeople and managers to track leads from the field.
- How to set up the "What is a good lead?" program
- Logging Your Activity On A Lead
- Message your team via the Admin Console on Wingmate
- Change and edit your profile settings
- Attaching Documents to a Lead/Intel in the CRM
- Lead Linking
- Adding an After Sales / Service or Hand-off Pipeline
- Export to a CSV File
- Run a Search Using Filters in the Dashboard/CRM and Export to a CSV File
- Edit Communication Settings
- Training Videos and Overview of the Dashboard/Simple CRM and Mobile App for Managers and Sales
- Overview and Training Video of the Web Dashboard / Simple CRM for Mangers and Sales
- How to view your Campaign/Pipeline Activity
- Admin/Manager - Training videos on how to set up/customize your program through the dashboard/CRM.
- Overview of the CRM/Dashboard
- Different views of the Dashboard/CRM
- How to set up a "What is a good lead?" program on your dashboard/CRM video.
- Multiple pipelines/Campaigns video
- Training video on how to Customize Sale Cycle Stages
- How to customize fields in the Dashboard/CRM video
- How to Switch Between Pipelines/Campaigns
- Setting up your rewards program video
- Analytics and what they mean
- Attaching documents to a lead/intel in the CRM
- Different Types of User Accounts
- How to Update Custom Fields
- How to Update Leads
- How to Use the Map View
- How to Rate a Lead
- How to Add a Lead from the Dashboard