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Dashboard manual

Published by erict, 2018-07-11 16:01:59

Description: Dashboard manual


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Sales Manager Dashboard ManualNew Lead has been Added to you Dashboard

Sales Manager Dashboard ManualReview detailed Lead Datain EXCEL by Clicking Here. Please open in InternetExplorer or 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 Submit Changes, please note thatcolumn “Email Sent to AE” willbe auto filled with (Yes). This is to indicate that email has been sent and AE has been notified of the lead assignment.

Sales Manager Dashboard ManualColumn “Send Email to AE” will also be auto changed to (No). Note, that if this field is marked (Yes), a notification email will be sent to assigned AE after clicking Submit Changes.

Sales Manager Dashboard ManualAfter AE has Reviewed theLead, column “Review” willbe marked as (Yes). You will then be able to Retire thelead. Select Yes in the drop down and select Submit Changes

Sales Manager Dashboard Manual After a lead has been retired the lead will bewAdtalfoehtsueaehfrldrbdrlosaeeolamayilakedogreoadauwvdit.rneoiHhdldlyroaaboefwssrevuhobeibercevyeawoeeomnarnu,rroverdirfivet.eieytrwioderued and download them in EXCEL here

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