Sales CRM Dashboard

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CRM Dashboard
Demo Data Synced
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Attention: You have follow-ups scheduled for today that haven't been touched yet!

Goals & Target Tracker

Hot Cases Board

Offline Visit Tracker

Visit → Adm: 0%
Scheduled 0
Completed (Unconverted) 0

My Activity Feed

All Leads Directory

Name Lead Source Phone Number Status Assigned Date Next Follow Up Actions

BDA Performance Leaderboard

Rank & BDA Contact Rate DD → Pitch → Adm Funnel Offline Visit Conv. Avg Response Time Goals & Target Tracker Composite Score

Escalations / Team Hot Cases

0 Alerts

Offline Visit Pipeline (Team)

0
Scheduled
0
Completed
0%
Team Conv. Rate

BDA Visit Conversion Rates

Cross-BDA Post-Visit Attention List (>5 Days No Movement)

★ Procourse Premium Pipeline

Stage breakdown: P: 0 | I: 0 | A: 0
Lead Name BDA Owner Status Due Date Next Follow Up

Live Activity Feed (Team-Wide)

Team Lead Reallocations

Untouched Leads Summary

BDE Untouched Leads Total Leads

Bulk Reassign Leads

Matching Leads to Reassign: 0

Staff Accounts & User Management

Create BDE Account

Change BDE Password

Configuration & Theme

Interface Theme

Import Old Leads (CSV)

Select a CSV file to import. Your file **must** contain these exact headers:
Assigned date, Connected on (Last_Updated_Timestamp), Phone Number, Lead Source, Name, LEAD STATUS, DD Done, Procourse Pitch, Offline Visit, Due date, Next Follow Up, Comments

My WhatsApp Templates