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Knowledge base
Project Dashboard
Series - Learning Project Dashboard
9
Overview Section
Leads Tab
Marketing Section
Agent Tab
Visits Tab
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What's new in the Project Dashboard
10
Dashboard Release: New Call Center Reports
Dashboard Release 31.08.2020
Dashboard Release 17.07.2020
Dashboard Release 06.07.2020
Dashboard Release 01.06.2020
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Using the Dashboard
15
Time Range Filters
Accessing and Creating a Mandate
Adding Basic and Developer Details to a Mandate
Adding Site Registrar Details on a Mandate
Adding Project Details
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Sales Agent App
What's new in the Agent app
16
Sales App Release 4.11.0
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
9
Managing Calls
Reimbursements
Scheduling and Managing Events
Notifications
Creating Leads
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Leads
1
Lead flow
Reimbursement
0
Marketing Panel
Overview
1
Summary
Configurations
6
Configuration summary
Reporting details
Spends tracking
Source Mapping
MIS Upload
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Reports
3
Source wise report
Facebook report
Google report
URL generation
0
Lead generation
0
What's New in Marketing Panel.
1
Marketing Panel New Releases
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
General
Whats New
0