Series - Learning Project Dashboard 11

• Overview Section
• Leads Tab
• Marketing Section
• Agent Tab
• Visits Tab

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What's new in the Project Dashboard 11

• Platinum Leads
• Dashboard Release: New Call Center Reports
• Dashboard Release 31.08.2020
• Dashboard Release 17.07.2020
• Dashboard Release 06.07.2020

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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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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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Download, Installation and Permissions 1

• Download, Install & Permissions

Using the app 14

• Lead Card, Lead Journey, & Lead Failure
• Creating Leads
• Creating Leads From Channel Partners
• Lead Details, Lead Transfer, Lead History
• Searching The Lead

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Leads 1

• Lead flow

Overview 1

• Summary

Configurations 2

• Reporting details
• Mapping real time spends against individual campaigns on Google and Facebook

Reports 4

• Source wise report
• Facebook report
• Google report
• Call Center

What's New in Marketing Panel. 4

• Vendor Access
• Create & Schedule Bulk SMS Or Email Campaigns
• Map Custom Fields In Facebook Lead Form
• Marketing Panel New Releases

Series 7

• Marketing Panel Integration with Facebook
• Marketing Panel Integration with Google
• Creating Segments
• Creating Campaigns and Spends Methods
• Creating a Media Plan

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Integrations 6

• Marketing Kit For Real Estate Developers
• Marketing Kit For Anarock Team
• Real Estate Developer’s- Lead Form Integration Kit
• Client-Side With JS Form SDK/Submit SDK
• Web-Side With JS SDK

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Using the CP Dashboard 3

• CP Card & CP Details
• CP Search & CP Filter
• CP- Upload, Transfer, & Change Priority

Site Digitalization 3

• Site Digitization
• Customize Questions on Site Digitalization
• Site Digitalization - Set Up & Installation

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

Blogs 1

• 5 reasons why you should move from Excel to CRM

Roles & Permissions 1

• Roles & Permissions

Roles and Permissions With Developer Role 1

• Roles and Permissions

Call center 1

• Call Center- Priority Setting

Using the app 2

• CP Strategy Mapper Form
• CP Sourcing App- Home Screen & Terminologies