WEB DASHBOARD / SIMPLE CRM
The web dashboard is used by salespeople and managers to track leads from the field.
- Different Types of User Accounts
- How to Update Custom Fields
- How to Update Leads on the Dashboard/CRM
- How to Use the Map View
- How to Rate a Lead
- How to Add a Lead from the Dashboard
- How to Delete a Lead
- I forgot my password, how do I reset it?
- Assigning a Lead (Managers)
- How to Change Your Password
- Bonus Payouts to your Lead Generators
- Changing the status of a lead
- Archiving a Lead
- How to Set a Reminder and View All Reminders
- How do I archive a lead?
- How do I drop or reject a lead?
- How do I generate a payout report (manage rewards)?