CRM – main dashboard

SALESmanago System offers you the access to the behavioral data of your contacts that you can find in CRM (Contact Relationship Management) tab.

GO TO CRM :


  1. Select the date
  2. Display statistics for a selected contact group
  3. See the figure
  4. Go to campaigns and sales funnels
  5. See the contacts in the funnel

 

[1] Time slot  – choose the time period for which you wish to see the data below – options available: current week, previous week, current month, previous month, current quarter, current year.

[2] Your contacts – the number of contacts you gained in a chosen period of time. Below you will find a number of the total contacts in your database. The difference – the ratio that shows the difference between the last period to the one that you chose. The ratio is expressed in percentage.

[3] Your new contacts – the number of the new contacts that showed up in the previously chosen time slot. The difference – the ratio that shows the difference between the last period to the one that you chose. The ratio is expressed in percentage.

[4] Quick links – click on a icon to be automatically redirected to that tab.

[5] Your monitored contacts – the number of all the monitored contact in your database. Difference – the ratio that show the difference between the last period to the one that you chosen. The ratio is expressed in percentage.

[6] Your active contacts – the number of all the active contacts in your database. Difference – the ratio that show the difference between the last period to the one that you chosen. The ratio is expressed in percentage.

[7] Preview – click “preview” to display the diagram for the chosen data.

[8] Your contacts, which you are the main owner of – here you will see information for the contacts that you are the main owner of.

[9] Current period, previous period – on a diagram you will be able to see two colors: one will represent data form current period, the second one – previous period.

[10] Hot leads –  it is a list of contacts which showed high activity, have high scoring and the status of a potential customer.

[11] Recent contacts – it is a list of newly generated contacts. Click the button Details that redirects to the contact card of the user. You can select a tag that will be excluded from the list of the newly generated contacts after you click Settings.

[12] Your tasks list – it is a list of tasks that you need to perform towards a contact.

[13] Campaigns and sales funnels – here you will find out information about the most popular sales funnels.

[14] Select campaign and funnel – click this button in order to choose funnels that will appear in the graphic form below.

[15] Name – the name of the funnel.

[16] Show contacts – you can preview which contacts belong to a particular funnel.