Data Flow
1 Introduction
This document outlines the functionalities available to an Agent within the CRM system, covering configuration, lead details, general reporting, chat, profile management, support, notifications, and to-do lists. It serves as a guide for Agents to manage their operations effectively.
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2 Configuration
The Configuration covers settings for archives. Where the Important Documents can be uploaded like training manuals etc in form of PDFs and links.
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2.1 Archive
Functionality:An Agent can only see the links and PDF files.
Steps1. Navigate to Configuration > Archive.
Example: “Policy Guidelines.pdf”.
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3 Lead Details
The Lead Details module enables Agents to track and manage lead-related data efficiently.
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3.1 Lead Section
FunctionalityThe last 30 days updated leads show in the first section.
Steps1. Go to Lead Details > Lead.
Example:
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3.1.1 Access Leads
Functionality: Agent can access the new lead with the lead id which were created by the marketer but not assigned to any agent that lead show the get access button agent can access the lead with the lead id and passcode he received.
Steps1. Go to Lead Details > Lead > Search New Lead.
2. The Marketer will provide the Lead id search it in this section.
3. a lead will appear then click on the get access button and enter the pass code to get access.
Example:
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3.2 Filter Leads
Functionality:In the second section, filter leads, where you can add a filter to the leads. Also, you can see the countable as well after the leads search in the countable section. Agent can also access the new leads which are not assigned to any agent.
Steps1. Go to Lead Details > Lead > Filter Leads.
2. View filters leads in the Second section.
3. Use filters (e.g., by state, disposition) in the second section.
Example: Filter leads by “California” and “Pending Review” to analyze regional performance.
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4 General Reporting
The CRM provides robust reporting capabilities across various dimensions.
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4.1 General Stats
FunctionalityProvides an overview of general statistics for the agent.
Steps1. Navigate to General Reporting > General Stats.
2. Select report type (e.g., “By Placement ”) and date range.
3. Generate and review report.
Example:Run a report for leads created between January 1, 2025, and June 1, 2025, by Carrier.
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5 Chat
Functionality:Communicate with authorized users in the hierarchy.
Steps1. Go to Chat, select a user, and send messages.
Example:Message a User to discuss lead assignments.
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6 Profile
Functionality:Update profile details and change password.
Steps1. Navigate to Profile.
2. Update fields (e.g., email) or reset password.
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7 Help Us Improve
Functionality:Generate tickets for CRM issues.
Steps1. Go to Help Us Improve, describe the issue, and submit.
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8 Notifications
Functionality:View notifications for Agent activities.
Steps1. Notifications for updates (e.g., new lead assignments).
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9 To-Do List
Functionality: The payment method have three option daily,weekly and monthly and then check it check the method format it is initial draft date or application date and then after that it check the pay date different in lead it check the carrier of the lead then on the basis of payment method it take out the time range the start date and end date that range apply on the lead but on the carrier method format and based on the pay date difference it add it on the to do list and also it categories it on 4 types
Pending follow up issue
Client issue
Payment issue
Conservation issue
Steps1. Check To-Do List upon login or lead updates. - Example: Address a “Payment Issue” for a lead with a declined transaction.
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10 ViciDail Integration
Functionality:You can also handle the vicidial from the crm as well. Following action stakeholder perform from the crm that reflect on vicidial. After the search result stakeholder can call on that lead number. Also manage the status like paused and active. Hangup the call as well with different disposition. Also do manual call and logout functionality in the crm as well. Only conservation agent and agent can do it right now
Example:
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