すべての見込み客レポート (ビデオ)

Created: 10/30/2018 | Updated: 10/31/2018 | Status: Published

Filter by subgroup


Subgroups filter allows easy assignment of leads to specific department or group that share same aggregation of reports







Sort by available cash


Available sorting allow you to immediately see who has the highest cash amount






Assign group of leads


Allow you assign the lead to a specific person, that person can see his leads under my leads report



Change stage


Allow you to change stage of the lead, so it will be easier to follow up





Send SMS to group


Allow you to send same message to various selected leads you chose




Add tag to group


Allow you to tag multiple users under one tag