The lead listing page is where all your sales leads are held. Within minutes you can see what new leads have come into your dashboard account. The overview displays the lead’s name, the most recent activity that happened to it and when it happened. The listing also provides the date the lead came into your account.
In a matter of seconds your sales team can find what they are looking for. Now easier than ever with the filtering and sorting systems. The filters can show you sales leads from a specific source such as a purchased prospect list, or by which sales person is working on what leads. Sorting is the ability to see leads alphabetically, date of entry, or date of last activity. The suggestive search box will start displaying results as soon as a letter is keyed in. Sign up here, Free Trial
dashboard's To-do section is the task master enforcer. The section is separated into three columns; Late, Today, and Upcoming. We dropped the concept of the traditional calendar and made it into a easy to follow task check list.
To-do's are listed until they are checked off as completed. A notification system sends out reminders about uncompleted to-do's. The filtering system is a quick way to find to-do's by the type or by user. Managers can see what each sales person uncompleted tasks are. Sign up here, Free Trial
Notification of late to-do's
Filter to-do's by user and type
Your dashboard account is ready to be used as soon as you log in, but what if something needs to be customized? The leads setup and settings area let's you customize your lead customer form, lead sources, and sales process. The people area allows you to add in new users and set their permissions. Sign up here, Free Trial
Custom build lead types and web contact forms that connect through dashboard's Lead Plugger API.
Add in some lead sources to know where leads came from and what sources are producing better leads.
Establish a sales process to be followed for specific lead sources or in general.
The sales team has grown, add more sales people to the team and decide what privileges to give them.
Need a lead or quote request collection tool? The lead profile form builder is your answer. Create, edit, and share forms. The form builder uses dashboard's Lead Plugger API to integrate with websites, landing pages, or e-mail blasts and drops generated leads real time into your account. We supply the code you need for an easy integration. Sign up here, Free Trial