Preeyya Tarisini

  • Total activity 65
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 36

Articles

Recent activity by Preeyya Tarisini Recent activity Votes
  • SalesCandy Manager Portal v3.1.0 Release Notes

    Release date: November 20, 2020New feature:Introducing new Dashboard visuals Added two new graphs in dashboard that are ‘Overview’ and ‘Leads generated by lead source type’ for managers and super ...

  • Main Lead Listing

    There are 3 lead categorisations that you can view in the main lead screen especially under follow-up screen.   Overdue ► The total number of overdue lead will be listed on top of in the follow-up ...

  • Taking an action

    Once you have accepted a new incoming lead or working on an existing lead, you will need to;◉ Click the top-bottom action button to take an action to the accepted lead. Types of action ⌑ There are ...

  • Transfer Lead

    You can transfer the lead to another salesperson within the same projects, sales team or specific salesperson.    How to transfer the lead? 1. Select the lead which would like to transfer, then cli...

  • Edit lead

    You can edit the name, email and phone number of lead in the app.   How to edit the lead details? 1. Select the lead that you would like to edit the details and click on the top right triple dot ic...

  • Won Lead

    Won leads best referred to as closed deals where the client is interested to purchase your products or property. This is the first initial sales process which needs consistent follow up with the le...

  • Add to contacts

    You can save your favourite lead in your contacts.All you need to do is;❅ Choose and click the lead that you would like to add to your contacts. Then click on the top right triple dot icon and sele...

  • How to login to the manager portal?

    You can login to our SalesCandy manager portal either via registered email or phone number with us.Steps to login to the portal:1. Go to https://manager.v3.salescandy.com/2. Key in your registered ...

  • Dashboard

    A super manager or project manager can have an overview of lead progress and salesperson information in the dashboard.    What does the data in the dashboard means? 1. Project: The total active pr...

  • Exporting Data

    You will need to click on the Export button on the top right of the table and you will be able to download the data you require from the portal. The file will be exported in CSV file. Please note: ...