If you’re using the charity configuration you will be presented with the Charity Home Dashboard when you sign-in.
The ProLeedz-CRM dashboards utilise a tiled arrangement to make system navigation easier.
Create, modify and view details about sponsorships past and present.
Contact management is an important activity for any organisation. Here you are able to view the details of contacts who have sponsored at least one event, activity or programme.
It all begins with an introduction. Using ProLeedz-CRM you are able to capture, modify and manage the opportunities that you have created by your organisation.
Capture the details about a programme that you are running and monitor your progress.
Contact management is an important activity for any organisation. Here you can create and keep track of all of your contacts.
ProLeedz-CRM allows you to capture information about organisations that you have relationships with.
Capture interactions that you have had with your contacts and sponsors here.
Targets & Performance
Run reports to assess your progress against any performance objectives that you have set.
Quick Action Menu
Useful shortcuts are available under the quick action menu.
Following this link will always return you to your home dashboard.
Following this link will return you to the last page that you viewed. There is a known issue where the Previous page link will return you to an unexpected page. Should you experience this issue, simply press the Home link or press the Previous page link a second time.
Create a sponsorship
Follow this link to create a new sponsorship record.
Create an introduction
Follow this link to create a new introduction record.
Create a programme
Follow this link to create a new programme record.
Create an activity
Follow this link to create a new activity record.
Create a contact
Follow this link to create a new contact record.
Follow this link to open a ProLeedz-CRM help page in a new window in your web browser.