| Lead Dashboard |
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As a jumping-off point for your activity in the rest of the AIMpromote lead management system, the dashboard provides you with a snapshot of your CRM software activity. Select from 18 modules to view in your dashboard, in the order you wish to view them. Some of the more popular available dashboard modules include:
- Upcoming Tasks
- View a list of your forthcoming tasks by turning on the upcoming tasks module
- Neglected Lead list
- This module will show the 10 leads that have most recently reached a Lead Attention of neglected
- Most Recently Captured Leads
- The recently captured module will display the newest leads added into the system that the user has authorization to view. Unless the user has permission to view unassigned leads, or leads assigned to other users, the list will only display the leads assigned to that user.
- Recently Viewed Leads
- View the 10 last leads with which the user has worked.
- Open Lead Substatus Chart
- The Substatus Chart module you with an easy to understand graph of exactly where each of your leads captured over the last 7 days are in pipelin.
- News and Announcements
- This module is a feed of AIMpromote News and Notifications. New features, the development roadmap, and other important AIMpromote information is displayed here.
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