This guide will guide you through one of Empress’s most useful features for business users: the Incoming Leads Dashboard. This tool provides a visual representation of your business’s incoming leads, helping you to track potential customers and manage your sales pipeline effectively.
What is the Incoming Leads Dashboard?
The Incoming Leads Dashboard is a data visualization tool that displays incoming leads as a bar chart. Each bar represents a specific time period (e.g., weekly), and the height of the bar indicates the number of leads received during that period. This dashboard provides a quick, user-friendly overview of your business’s lead generation efforts.
Feature Functionality
- Viewing Leads: The dashboard provides a visual representation of incoming leads over a specific time span.
- Sorting Leads: You can sort leads based on their creation dates.
- Tracking Information: The dashboard allows you to track the number of leads over time, providing valuable insight into your lead generation efforts.
How to Use the Incoming Leads Dashboard
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Accessing the Dashboard: Navigate to the CRM module on your Empress dashboard. Here, you will find the Incoming Leads Dashboard displayed prominently.
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Viewing Leads: The bar chart on the dashboard represents your incoming leads. Each bar corresponds to a time period (e.g., a week), and its height indicates the number of leads received during that period.
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Sorting Leads: To sort leads, click on the “creation” option on the dashboard. This will sort the leads based on when they were created, allowing you to see patterns in lead generation.
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Tracking Information: Keep an eye on the dashboard to track the number of incoming leads over time. This can help you identify successful lead generation strategies and periods of high lead activity.
User Roles and Permissions
All users with access to the CRM module can view the Incoming Leads Dashboard. However, only administrators can modify the settings of the dashboard, such as the time interval and the timespan.
Conclusion
The Incoming Leads Dashboard is a powerful tool in Empress for business users. By providing a visual overview of incoming leads, it helps you manage your sales pipeline and make informed decisions about your lead generation strategies.
For additional support, please refer to the Empress User Manual or reach out to the Empress Support Team.