CRM Listing

On the CRM listing you can:

 

Apply filters to the listing by using:

 

1) Client list - The default option is "No", this means that you only see leads. If you want to see the customers list, click on "Client List?""Yes". 

2) Disqualified list - The default option is "No". If you want to see the disqualified leads or clients mark it as "Yes" 

3) Forecast date - You can filter by using a forecast date. 

4) Opportunity - Filter by type of opportunity (Opportunities are created by you).

5) Opportunity Percentage - Filter by success rate; a range.

6) Lead stage - Filter by the stages assigned to the leads (The stages are created by you)

7) Salesperson - Filter by sales rep.



With the batch action menu, you can perform the same action to a selection. Select the leads or clients from the list and apply the action. 

 

These can be:

1) Assign or re-assign leads to a seller.

2) Create and print a PDF document.

3) Convert clients into leads.

4) Mark leads for follow-up.

5) Disqualify leads (Sent to the disqualified list).


 

 

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