Dashboard manual

Sales Manager Dashboard Manual New Lead hasbeen Added to you Dashboard

Sales Manager Dashboard Manual Review detailedLead Data in EXCEL by Clicking Here. Please open inInternet Exploreror Firefox for best results

Sales Manager Dashboard Manual Assign Lead bySelecting AE fromthe Dropdown list

Sales Manager Dashboard Manual Select Yes in the Dropdown in column “Send Email to AE” to notify AE of lead assignment.

Sales Manager Dashboard Manual Finally, clickSubmit Changesto Save and Sendlead notification Email to AE

Sales Manager Dashboard Manual After clicking This is to indicateSubmit Changes, that email hasplease note that been sent and AE column “Email has been notified Sent to AE” will be auto filled of the lead assignment. with (Yes).

Sales Manager Dashboard Manual Column “Send Note, that if this field isEmail to AE” will marked (Yes), a notification email will be sent to assigned also be autochanged to (No). AE after clicking Submit Changes.

Sales Manager Dashboard Manual After AE has You will then be Reviewed the able to Retire the Lead, column lead. Select Yes in“Review” will bemarked as (Yes). the drop down and select Submit Changes

Sales Manager Dashboard Manual After a lead has been retired the lead will be removed fro your dashboard.However, if you would like toreview retired leads again youcan view and download them in EXCEL here