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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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

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 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

Whats New 0