Dashboard view for sales leader. There are three things are shown in the dashboard:
Sales leader can manage their agents. The function are as shown below:
Sales leader can manage their teams. The function are as shown below:
Sales leader can check the history on which and when sales agent had been assigned to the lead. By clicking on the toggle “Plus” button, the sales leader can see who assigned the lead.
Sales agent can check the history on when the lead status had changed, for example, from “Waiting” status to “Need Follow Up” status.