New Lead Registration
Live Lead Logs
| Actions | Row # | Date | Agent | Customer | Phone | Disposition | Interested | Calls Made |
|---|---|---|---|---|---|---|---|---|
| Select a client and month, then click Fetch Logs. | ||||||||
Dashboard Overview
Performance Reports
Select a client and month, then click Generate Report.
Ads Performance Report
| Ad | Month | Client Spends | Avg CPC | Cost / Conv. | Cost / Appointment |
|---|---|---|---|---|---|
| Select a client and month, then load ads data. | |||||
Client Visibility & Sheet Management (KR Only)
1. Configure Client Visibility Per Tab
Select a client below to control which tabs they appear in for all other users (Managers & Lead Entry agents). As KR, you will always see all clients in every tab with a (Hidden) tag next to hidden ones.
2. All Clients Visibility Overview
| Client | Lead Entry | Live Lead Logs | Dashboard | Ads Report | Reports | Quick Action |
|---|