Lead Dashboard

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

• 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

• Objective: Record and review historical interactions
• Features:
  • Track all interactions
  • Provide a chronological history for each lead, with internal note

• 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

• 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)