Dashboard Manual File

Sales Manager Dashboard ManualNew Leads are Added to youDashboard here

Dashboard ManualView detailed Lead Data in EXCEL by Clicking Here Use Internet Explorer or Firefoxfor best results when Downloading

Dashboard Manual Assign Lead byselecting a specific AEfrom the Dropdown list

Dashboard Manual Select Yes in thecolumn seen here to notify AE oflead assignment

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

Dashboard Manual After clicking This is to indicateSubmit Changes, that email hasplease note thatthe column here been sent and AEwill be auto filled was notified of the lead with Yes assignment

Dashboard Manual Column “Send Note, if this field is markedEmail to AE” will Yes, a notification email will be sent to assigned AE after also be auto changed to No clicking Submit Changes

Dashboard Manual Once AE has Then you will be Reviewed the able to Retire theLead, this column lead. Select Yes inwill be marked as the drop down Yes and select Submit Changes

Dashboard Manual After a lead hasbeen retired the lead will beremoved fro your dashboard If you would like to view retired leads again, you candownload them in EXCEL here