Welcome to this guide! Today, we’ll be focusing on the Number Card feature in Empress, specifically the “New Lead (Last 1 Month)” card. This feature provides a comprehensive overview of new leads generated in the last month.
What is the Number Card feature?
The Number Card feature is a powerful part of Empress’s CRM module. It’s designed to give you a quick, digestible snapshot of key metrics and figures. The “New Lead (Last 1 Month)” card, as the name suggests, shows you how many new leads your business has generated in the last month.
Why is this feature important?
For any business, tracking new leads is crucial. It helps you understand your marketing effectiveness, sales efficiency, and overall business growth. With the “New Lead (Last 1 Month)” card, you can instantly see this important data without having to dig through complex reports or tables.
How to use the “New Lead (Last 1 Month)” card
Using this card is straightforward:
- Navigate to the CRM module in Empress.
- Locate the “New Lead (Last 1 Month)” card. It should be displayed on your dashboard.
- The card will display the number of new leads generated in the last month. You can click on the card to see a detailed list of these leads.
Customizing the Number Card
You can also customize the Number Card to suit your business needs. Here’s how:
- Click on the “New Lead (Last 1 Month)” card.
- In the settings panel that appears, you can edit various aspects of the card. For example, you can change the time range from “last month” to “last week” or “last year”.
- Once you’re done, click ‘Save’. Your changes will be reflected immediately on the card.
User Roles and Permissions
The Number Card feature is accessible to all users. However, the ability to edit the card is typically reserved for Administrators or users with specific permissions. Please consult your Empress system administrator if you need access to edit the card.
Summary
The “New Lead (Last 1 Month)” Number Card is a simple but powerful tool in Empress, allowing you to quickly digest and understand your new lead generation over the past month. By using this feature, you can improve your business operations and make data-driven decisions.
For more help or information, consult the Empress user guide or contact our support team. Happy tracking!