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.
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.
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.
Where can I find the number of leads added per week, month and year?
You can find the number of leads added per week, month and year in the Lead Source bar graph by clicking the Week, Month and Year tab on the top right-hand side of the page.
Where do I find lead sources contribution?
The contribution of lead sources can be found in the Lead Source bar graph.
How can we find customers location on the map?
In the Location section, we can find the customers located on the map.
How can I change the statistics view as per week, month and year?
The weekly, monthly and yearly statistics can be viewed by clicking the tabs Week, Month or Year. These tabs are on the top right-hand side of the page.
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?