Dashboard

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.

Questions answered

How to read the dashboard ?
Can I search on specific things and see the dashboard ?

Dashboard

Questions answered

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Once the lead is engaged the assistant will send the follow-ups as per our sequence, but what happens to the cold leads, when will be the follow-ups sent?

If we are uploading 76 leads on a day and the assistant picks the 50 leads , what will be the status of other leads? Will the assistant start sending emails the next day without initiating by us?

How will be the dashboard will it be specific for a user or the same for all. How do we segregate as per the industry?

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