Using the Dashboard
Dashboard used by team leads to manage agent activity, lead summary, and reporting.
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
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
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
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
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
Navigate to: 1. Things to know 2. Adding a new project 3. Adding project details 4. Adding address & other details 5. Adding locality details ...
Tue, 13 Sep, 2022 at 6:47 PM
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
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
Navigate to: 1. Things to know 2. Overview 3. How to add Booking Approver (level 1 & Level 2)? 4. Booking approver access 5. Frequently asked ...
Tue, 13 Sep, 2022 at 4:11 PM
Navigate to: 1. Things to know 2. Adding a team lead 3. Adding sales managers/team members 4. Changing team leads & removing an agent 5. Work hou...
Tue, 13 Sep, 2022 at 6:32 PM