How to find the reason for not added leads from uploaded excel
Assistant notifies the user on receiving a favourable response from the lead. So that user can act on it.
The dashboard presents the work done by your Assistant. Recommend to watch the video of dashboard to know more details.
Filtering possible for a specific time period and few other attributes as available in the filter pane, which can be opened by clicking the filter icon.
If you have multiple assistants then you can select one or more assistants to see a consolidated report on the dashboard for the selected assistants.