CRM DASHBOARD
Link to dashboard https://nationwidemarketingdata.com/crm-dashboard.php
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