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Knowledge base
Project Dashboard
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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Sales Agent App
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
Marketing Panel
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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CP Dashboard
Using the CP Dashboard
3
CP Card & CP Details
CP Search & CP Filter
CP- Upload, Transfer, & Change Priority
Site Digitalization
Site Digitalization
3
Site Digitization
Customize Questions on Site Digitalization
Site Digitalization - Set Up & Installation
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 & Permissions
Roles and Permissions With Developer Role
1
Roles and Permissions
Call Centre
Call center
1
Call Center- Priority Setting
CP Sourcing Agent
Using the app
2
CP Strategy Mapper Form
CP Sourcing App- Home Screen & Terminologies