Lead Dashboard

Lead Dashboard application, designed to assist sales teams in managing and tracking potential customer leads

Lead Status

Objective: Monitor and update the current status

Features:

Display the current engagement status of each “hot” lead (new/contacted/negotiating)

Selector status to change progress

Quick overview (Pre-Filtered - HotPoint)

Visualization progress through the sale

Alert about Update (New mail)

Write note for every taked poke

Poke History

Objective: Record and review historical interactions

Features:

Track all interactions

Provide a chronological history for each lead, with internal note

Sales Stage

Objective: Manage and track the progress

Features:

Define and monitor sales process (initial contact/proposal/negotiation/closed)

Update the stage

Setup a reminder for “hotpoint”

Reminder automatised when negotiation or proposal more than 15 day

Email Tracker

Objective: Manage and track email communications with leads

Features:

Copy and store all email

Filter them by email adress

If the email match with registred company add to them

Create alert on lead

History of all email interactions

Provide quick access to previous email (selector + find function)