If you’re using the commercial configuration you will be presented with the Commercial Home Dashboard when you sign-in.
Tiles
The ProLeedz-CRM dashboards utilise a tiled arrangement to make system navigation easier.
Subscriptions
Create, modify and view details about subscriptions past and present.
Sponsors
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.
Sales Leads
It all begins with a lead. Using ProLeedz-CRM you are able to capture, modify and manage the opportunities that you have created by your organisation.
Campaigns
Capture the details about a campaign that you are running and monitor your progress.
Contacts
Contact management is an important activity for any organisation. Here you can create and keep track of all of your contacts.
Organisations
ProLeedz-CRM allows you to capture information about organisations that you have relationships with.
View Activities
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.
Home
Following this link will always return you to your home dashboard.
Previous page
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 subscription
Follow this link to create a new subscription record.
Create an Sales Lead
Follow this link to create a new sales lead record.
Create a campaign
Follow this link to create a new campaign 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.
Help
Follow this link to open a ProLeedz-CRM help page in a new window in your web browser.