It provides a real-time overview of your most important metrics and tasks, helping you stay on top of your operations.
Quick Insights: View key performance indicators such as calls, reminders, and tasks.
Activity Feed: Monitor team activities, including agent profiles and action logs.
Key Features and Navigation
Centralized Metrics: Access essential information like lead status, task completion, and team performance at a glance.
Navigation Menu: Easily navigate between different sections such as Contacts, Marketing, Automations, and Reports.
Contacts/ Leads:
Navigate to: Leads where you can find the list of your potential customers
➡ Learn more about Contacts
Marketing:
Navigate to: My Space, Folders, Registration Forms, Email Campaigns, SMS Campaigns, WhatsApp Campaigns, Templates
➡ Learn more about Marketing
Automation:
Navigate to: Leads Journey, Segments, flow automation, groups, automated notifier.
➡ Learn more about AutomationManagement:
Navigate to: Task Management, Logs, Subscription, Settings
➡ Learn more about ManagementReports:
Navigate to: Performance Reports (General Report, Customized Report, Conversation Reports)
Spending Reports (Google ads Report, TikTok Business Reports, Facebook Business Reports, Snapchat Business Reports
➡ Learn more about ReportsCommunication:
Navigate to: Chatbots, WhatsApp templates, Omnichannel Communication
➡ Learn more about Communication