How do I sort my leads?

You can sort yours leads as per your preference by clicking on the field name. By default, it is sorted by date. By which field the sorting is done is denoted by small blue arrow beside the field name.      

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Categorized as Leads

How can I add new lead?

You can add new lead by clicking on Add New button on the top right-hand side of the page.  

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Categorized as Leads

What is Sales Funnel?

A sales funnel is the visual representation of the customer journey, depicting the sales process from awareness to action. It describes the part of the sales process where prospects who enter the funnel are nurtured through each stage before making the ultimate purchase decision.  

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Categorized as Dashboard

What is Dashboard?

The Dashboard will give you a quick glance of your business process in form of reports. It will display the following attributes for your reference: Sales: This report will display your sales per week, month and year. Lead Source: This report will display customers added against the Lead Source. Location: It will display your customers’ locations on… Continue reading What is Dashboard?

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Categorized as Dashboard