Using the Dashboard

Dashboard used by team leads to manage agent activity, lead summary, and reporting.

Time Range Filters
Overview:              Time range filters are an important aspect of reports on dashboard. In this document, we will be talking about Lead Journey ...
Wed, 27 Jan, 2021 at 5:01 PM
Uploading leads using CSV
What you can learn in this article:              1. Prepare data for uploading 2. Upload CSV file 3. Errors Prepare data for upload...
Tue, 6 Jul, 2021 at 4:47 PM
Accessing and Creating a Mandate
Users with the assignment owner, assignment runner, or campaign runner role will be able to create a new mandate and make all the required changes. About...
Thu, 2 Sep, 2021 at 7:37 PM
Adding Basic and Developer Details to a Mandate
Click here to create and access the Mandate Panel. Who has access to make these changes? A user with assignment_owner, assignment_runner, and campaign_run...
Wed, 27 Jan, 2021 at 3:58 PM
Adding Site Registrar Details on a Mandate
You will be able to add Site Registrar from here - Click to access Access roles: super, assignment_owner, and assignment_runner will be able to add...
Fri, 22 Jan, 2021 at 11:16 AM
Adding Project Details
Click here to add Project Details - Click to access Access roles: super, assignment_owner, and assignment_runner will be able to add project details,...
Fri, 22 Jan, 2021 at 11:19 AM
Call Centre Settings
You will be able to enter Call center Settings from here - Click to access  Access role: super, assignment_owner, and assignment_runner will be able to ...
Fri, 22 Jan, 2021 at 11:23 AM
Uploading Sales Kit on Mandate Settings
You will be able to add Project Details from here - Click to access   Access role: super, assignment_owner, assignment_runner, and team_lead will be abl...
Fri, 22 Jan, 2021 at 11:25 AM
Adding Booking Approvers on Mandate Settings
You will be able to add Project Details from here - Click to access   Access role: super, assignment_owner, and assignment_runner will be able to add proje...
Fri, 22 Jan, 2021 at 11:30 AM
Creating and Managing Teams in Project
You will be able to add Project Details from here - Click to access    Access role: super, assignment_owner, assignment_runner, and team_lead will ...
Fri, 22 Jan, 2021 at 11:56 AM