Dashboard Release 01.06.2020

Modified on Thu, 10 Aug 2023 at 01:08 PM

Upload leads to channel groups, user info for CSV upload, new referral channel group and option to allow/disallow site visits from app. All this and few more updates, check list below.

Features added:

Bug fixes:

Features added:

Support of selecting channel group while uploading leads:

While uploading a csv file containing leads information, user can now also select channel group information.

CSV uploaded by information available in lead history:

For any lead uploaded through csv upload, the "CSV uploaded by" information is now visible on the lead history.

Referral section as a separate 6th channel group:

On the overview tab of dashboard, data numbers for referrals have been added along with Digital, Offline, Direct Walk-ins, Channel Partners and Others.M/span>

Note: The number for referrals are not mutually exclusive as opposed to the rest of the groups.

Meaningful CSV downloaded file names:

For all the reports, where the report information can be downloaded in a CSV format, the downloaded CSV files now have meaningful names.

 eg. leads-dump-2020-05-15T16_54_52.csv.

Option to allow or disallow site visits from Sales app:

Site visits can be marked as done in two ways, by Site registrar from Site Digitalization or by sales agent through Sales app.

This can be configured from mandate panel where an option has been given to toggle allow site visit from app. Once this option is checked, the site visits can be marked as done from Sales app. To disallow marking site visits as done from Sales app, this option needs to unchecked.

Bug Fixes:

Site registrar should not have access to dashboard:

Users registered as only site-registrars on the mandate panel, will not have any kind of access to dashboard.

Blank 'Channel Sub Source' and 'Channel Source' columns:

Blank columns 'Channel Sub Source' and 'Channel Source' in the lead dump CSV download have been fixed. The columns will now ave relevant information.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article