Series - Learning Project Dashboard 10

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

View all 10

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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Invoicing Process 0

Training Pre-read/Prerequisite Instructions 0

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
• Download, Install & Permissions

Reimbursement 0

Installation & Permissions 3

• MI & Redmi
• Stock Android Devices- Google Pixel, Moto Series, & Nokia
• ONEPLUS, Realme, & Oppo

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

Series 7

• 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

Using the CP Dashboard 3

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

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

Using Invoicing 4

• Invoicing Process- Business Team
• Invoicing Process- Finance Team
• Service Fee Settings & Slab Rules- Finance Team
• Legal Entity Creation- Finance Team

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 and Permissions

Call center 1

• Call Center- Priority Setting

Call Center Configuration 0

RCAs and Debugging Support Repository 0

Using the app 2

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

Training Pre-read/Prerequisite Instructions 0