All Knowledgebase Articles

Campaign Reporting

Next section shows the active campaign reports for each selected campaign from the dropdown for the past week.

Prospects Classification

In this section on the dashboard all the prospects of all active campaigns are represented in a pie chart showing overall progress of all the active campaigns.

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Campaign Type

Users have to select one of the three options to get started.If users need to go back to the previous step there is a Previous step link at the bottom left to back to the previous step. Following are the range selection for the users. I am a newbie, I’d like help with onboarding. I’m…

Team Members

Users have to specify the team size range in this step, there are six ranges in this step. Users have to select their team size and click on Next button to move to the next step. If users need to go back to the previous step there is a Previous step link at the bottom…

Goal

Users can select one of the six options provided by the system and click next to move the next step. If users need to go back to the previous step there is a Previous step link at the bottom left to back to the previous step. Following are the options in this step. Book more…