Manager Portal

v3.0

• 1. General
• 2. Dashboard
• 3.1 Salesperson Action Report
• 3.2 Lead Source Performance Report
• 3.3 Salesperson App Status Report
• 3.4 Project CPX

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Quick Reference

• First Action Time
• Won Lead
• Lead Acceptance Rate
• Availability Rate
• SalesCandy Glossary
• How to login to Manager Portal

Reporting

• Salesperson App Status Report
• Project Lead Performance
• Project CPX
• Salesperson Action Report

Management

• How to create Facebook App ID, App Secret & Access Token ?
• Lead Import v 2.0
• How To Edit Existing Lead On Manager Portal
• How To Remove Resigned Salesperson
• How to track and monitor the performance?
• How to add a new salesperson @ manager? (Individually & Batch)

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Account Settings

• What is CRM API ?
• What is Lead Source API?
• What is CandyNumber?
• Lead and Action Status
• Renewing Access Token for FBLA
• What Is CandyPixel And How To Set Up

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