digitrax

Skip to main content
Looking for help?
< All Topics
Print

CRM

Posted
Updated
ByInsha

Introduction to the CRM Home Dashboard

The Home Dashboard serves as your central hub for managing the sales pipeline. It provides quick access to lead tracking, deal progress, and status updates.

Navigation Menu

The sidebar on the left allows you to switch between different modules at any time:

  • Home: Returns you to the main dashboard.
  • Lead List: Access the full database of potential clients.
  • Opportunity List: Track active deals and their progression.
  • Lead Status: View visual summaries of where leads sit in the sales cycle.

Detailed Module Breakdown

Lead List Card

This is your primary database for all initial contacts. Use this module to manage the “top of the funnel” before a lead becomes a serious sales opportunity.

  • Purpose: To provide a centralized repository for every lead assigned to you or your team.
  • Key Actions:
    • Filter & Search: Quickly locate specific leads by name, region, or source.
    • Track Interaction: Log notes from calls or emails to ensure consistent follow-up.
    • Status Updates: Move a lead from “New” to “Contacted” or “Qualified.”

Opportunity List Card

Once a lead shows genuine interest in CIBMARS Certification services, they move here. This card focuses on the financial and closing side of the relationship.

  • Purpose: To monitor active deals that have a high probability of closing.
  • Key Actions:
    • Monitor Deal Progress: Track which stage of the sales cycle a deal is in (e.g., Proposal Sent, Negotiation).
    • Revenue Forecasting: View the potential value of deals currently in your pipeline.
    • Milestone Tracking: Stay updated on critical deadlines to ensure no deal falls through the cracks.

Lead Status Card

This is your analytical bird’s-eye view. Instead of looking at individual names, you are looking at the “health” of your entire sales process.

  • Purpose: To provide a visual summary of the distribution of leads across various stages.
  • Key Actions:
    • Identify Bottlenecks: See if too many leads are stuck in one particular stage (e.g., “Awaiting Documentation”).
    • Action Prioritization: Quickly identify which leads have been stagnant and require immediate outreach.

Workflow Clarity: Get a clear picture of what needs to happen next to keep the pipeline moving.

Table of Contents