3.1 Overview
Upon successfully logging in, users will encounter the dynamic Crowdsource Creators CRM dashboard, offering a comprehensive snapshot of essential metrics and activities.- Total No. Companies: Keep an eye on the overall number of companies in your CRM database, providing insights into your business clientele.
- Total No. Customers: Track the total number of individual customers within your CRM, helping you understand the scope and size of your customer base.
- Closed Engagements: Monitor successful engagements and closed deals, allowing for a quick assessment of your team’s sales performance.
- Engagements Today: Stay updated on the engagements and activities taking place on the current day, providing real-time awareness of daily operations.
- User Breakdown (Investor and License Owner): Gain insights into user distribution, specifically highlighting those with Investor License ownership, for a targeted understanding of your user base.
- User Profile Completion: Track the completeness of user profiles, ensuring that essential information is filled out, fostering better communication and collaboration.
- Engagements Table: A detailed table presenting a summary of ongoing and recent engagements, including key details such as client names, status, and engagement specifics. This table provides a quick reference for users to navigate and manage current activities effectively.
- Navigation Menu: Quick links to different modules (Dashboard, Customers, Companies, Cases, Service requests.).