How to prepare an excel sheet to upload multiple leads
What is the format of the excel sheet and from where to download it.
The dashboard presents the work done by your Assistant. Recommend to watch the video of dashboard to know more details.
Filtering possible for a specific time period and few other attributes as available in the filter pane, which can be opened by clicking the filter icon.
If you have multiple assistants then you can select one or more assistants to see a consolidated report on the dashboard for the selected assistants.