dashboard
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dashboard [2017/06/28 19:46] brittany |
dashboard [2019/06/12 19:37] (current) 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. | ||
dashboard.1498679180.txt.gz ยท Last modified: 2017/06/28 19:46 by brittany
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