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dashboard [2017/06/28 19:46] brittany |
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{{:lead_manager:admin.png?900|}} | {{:lead_manager:admin.png?900|}} | ||
{{:lead_manager:agent.png?900|}} | {{:lead_manager:agent.png?900|}} | ||
+ | {{::teamleaderview.jpg?900|}} | ||
+ | {{::lenderview.jpg?900|}} | ||
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For your convenience, there are links to [[lead|leads]] and [[lead#follow-ups|follow-ups]] that are currently most relevant, as well as links to read and compose emails. You can also mark a follow-up as complete by ticking the corresponding checkbox. Admins can get an overview of how each of their agents is doing using the //Agent Activity// tab. | For your convenience, there are links to [[lead|leads]] and [[lead#follow-ups|follow-ups]] that are currently most relevant, as well as links to read and compose emails. You can also mark a follow-up as complete by ticking the corresponding checkbox. Admins can get an overview of how each of their agents is doing using the //Agent Activity// tab. |