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

View all 11

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

View all 17