Series - Learning Project Dashboard

Overview Section
You will get a quick snapshot of different elements:              1. Channel group-wise lead conversion, 2. Fresh/WIP Leads, 3. Lead Activity for t...
Wed, 2 Sep, 2020 at 4:44 PM
Leads Tab
Overview:              This is tab gives all the details about every lead present in the system. This tab also provides us other functionalities like...
Wed, 16 Sep, 2020 at 4:44 AM
Marketing Section
Marketing Reports This section covers reports on - 1. Source Wise Performance, 2. Activity, 3. Source wise inquiries, 4. Spends, 5. Source wise...
Fri, 11 Sep, 2020 at 2:40 PM
Agent Tab
Agent Report  This is to monitor the agent's performance.  The reports have been divided into -  1. Leads Received,  2. Calls Activity,  ...
Tue, 15 Sep, 2020 at 9:29 AM
Visits Tab
Visits Reports This section covers reports on -   1. Daily Visits, 2. Visits performance by Age Group, 3. Interested Typology, 4. Locality W...
Thu, 17 Sep, 2020 at 4:25 PM
Failures Tab
Failures Report This tab covers multiple reports related to Failure and Junk data of the mandate. One can look at these reports to get useful insight...
Mon, 21 Sep, 2020 at 9:17 AM
Miscellaneous & Referrals Tab
Miscellaneous & Referrals Reports   Miscellaneous Section -  CSV Uploads Referrals Section -  Referrals Important Terminologies  ...
Thu, 17 Sep, 2020 at 4:14 PM
Channel Partners Tab
Channel Partners Reports This section covers reports on -  1. Activity  2. Daily Activity 3. Leads Received 1. Activity  This...
Mon, 28 Sep, 2020 at 9:39 AM
Bookings
Overview:              Bookings page gives you access to  •    View booking details •    Approve/reject bookings •    Filter bookings on status/ag...
Thu, 15 Oct, 2020 at 9:56 AM