Nationwide Marketing

Dashboard Help

CRM DASHBOARD  

 
 

 

 

Your dashboard header has quick access buttons to other parts of the site  

 

 

You can view your total leads remaining on your account  

 

You can view what databases you have access to and the amount of leads that you have saved in the CRM for each of the databases 

 

 

 

 

You can view your recently modified deals and benefit from some of your options buttons  

 

 

Options buttons for deals 

 

The edit and delete button 

 

You can go to the deal with the view deal icon. View deal is where you access any modules linked to the deal (invoices, accounting, task, collections, processing) 

 

Notes email and phone icons- Notes will pop up a note field and whatever is entered in there will save to the notes field inside of the deal. The email button will take you to the page where you can email all of the deal information to the customer of any email of your choice. The phone will call the deal if you have any click to dial program enabled on your browser. (we recommend skype) 

 

 

 

You can view your recently modified subscriptions  and benefit from some of your options buttons 

 

Options buttons for subscriptions  

 

The edit and delete button 

 

You can go to the subscriptions with the view deal icon. View subscriptions is where you access any modules linked to the subscriptions (invoices, accounting, task, collections, processing) 

 

Notes email and phone icons- Notes will pop up a note field and whatever is entered in there will save to the notes field inside of the subscriptions. The email button will take you to the page where you can email all of the subscriptions information to the customer of any email of your choice. The phone will call the subscriptions if you have any click to dial program enabled on your browser. (we recommend skype) 

 

 

 

 

 

 

The recently viewed products section 

 

Here you can click on the “i” next to “deals linked” and see what deals are linked to that product 

 

Clicking on any of the deal names that pop up as linked will take you to that deal view page 

 

Product options buttons  

 

Edit will allow you to edit any of that products information while the red X will delete that product. 

 

The eye ball will allow you to view that product 

 

 

 

See example below 

 

Target List and Call List  

 

Target List is unique list that you create when you're doing a lead search. Where Call list are created from leads already entered into your CRM 

On the dashboard you can view your most recent Target & Call List. You have options with these icons 

 

    Edit, Delete, View, and download  

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