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Knowledge base
Project Dashboard
Series - Learning Project Dashboard
10
Overview Section
Leads Tab
Marketing Section
Agent Tab
Visits Tab
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What's New in the Project Dashboard?
12
Reports Scheduling
Platinum Leads
Dashboard Release: New Call Center Reports
Dashboard Release 31.08.2020
Dashboard Release 17.07.2020
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Using the Dashboard
17
Time Range Filters
Uploading leads using CSV
Accessing and Creating a Mandate
Adding Basic and Developer Details to a Mandate
Adding Site Registrar Details on a Mandate
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Invoicing Process
0
Training Pre-read/Prerequisite Instructions
0
Sales Agent App
Using the App
16
Sales App- Home Screen & Terminologies
Lead Creation
Creating Leads From Channel Partners
Lead Card, Lead Journey, & Lead Failure
Lead Details, Lead Transfer, Lead History
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What's New in the Agent App?
16
Enabling Smarter Lead Management & Call Masking Feature
Sales App Release 4.10.0
Build release 4.9.0
Build Release 4.6.1 and Sales Connect 0.5.3
Build Release 4.5.0
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Training Pre-Read/Prerequisite Instructions
2
Sales App Pre-Reading Material
Dos & Don’ts: Sales Agent App
Reimbursement
0
Download, Installation, & Permissions
3
MI & Redmi
Stock Android Devices- Google Pixel, Moto Series, & Nokia
ONEPLUS, Realme, & Oppo
Marketing Panel
Overview
1
Summary
Configurations
2
Account Details
Mapping Real-time Spends Against Individual Campaigns On Google And Facebook
Reports
4
Source wise report
Facebook report
Google report
Call Center
Series
6
Marketing Panel Integration with Facebook Ad
Marketing Panel Integration with Google Ads
Creating Segments on Marketing Panel
Creating Campaigns and Spends Methods
Creating a Media Plan on Marketing Panel
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Integrations
7
Digital Marketing Kit : Anarock Business Team
Digital Marketing Kit : Developer Team & Agency
Google Leadgen Form Integration
Real Estate Developer’s- Lead Form Integration Kit
Client-Side With JS Form SDK/Submit SDK
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What's New in Marketing Panel.
4
Vendor Access
Create & Schedule Bulk SMS Or Email Campaigns
Map Custom Fields In Facebook Lead Form
Create Segments, Campaigns, & Media Plan
CP Dashboard
Using the CP Dashboard
4
CP Card & CP Details
CP Search & CP Filter
CP- Upload
CP- Transfer & Change Priority
CP Sourcing Agent
Using the app
2
CP Sourcing App- Home Screen & Terminologies
CP Strategy Mapper Form
Training Pre-Read/Prerequisite Instructions
2
CP Sourcing App Pre-Reading Material
Dos & Don’ts: CP Sourcing Agent App
Site Digitalization
Site Digitalization
4
SD Registration Form- Customer Walk-In
SD Registration Form- CP Visit
Assigning Agents, Creating Site Visits, Adding Site Registrar
Customize Questions on Site Digitalization
Invoicing
Using Invoicing
4
Invoicing Process- Business Team
Invoicing Process- Finance Team
Service Fee Settings & Slab Rules- Finance Team
Legal Entity Creation- Finance Team
Pulse - The Team Lead App
Installation and Login
1
Installation and Login
Using the Pulse app
1
Notifications
Whats New in Pulse
2
Pulse App Release 2.0.2
Pulse App Release 2.0.5
Product Marketing
Blogs
1
5 reasons why you should move from Excel to CRM
Admin Panel
Roles & Permissions
1
Roles and Permissions
Call Centre
Call center
1
Call Center- Priority Setting
Call Center Configuration
5
Creating Inbound & Outbound Campaigns
Buying A DID Number
Adding A New Employee & An Agent Profile
Virtual Number Tagging & Lead Flow Logic Setup
Testing Your Campaigns
Support
RCAs and Debugging Support Repository
0