Data Flow
1 Introduction
This document outlines the functionalities available to an Conservation Admin within the CRM system, covering configuration, lead details, stakeholders, finance, general reporting, chat, profile management, support, notifications, and to-do lists. It serves as a guide for Conservation Admins 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 Conservation Admin can add links and PDF files for other users. Other users can see and download the files as well.
Steps1. Navigate to Configuration > Archive.
Example: “Policy Guidelines.pdf”.
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3 Lead Details
The Lead Details module enables Conservation Admins to track and manage lead-related data efficiently.
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3.1.1 Lead Section
FunctionalityThe last 30 days updated leads show in the first section.
Steps1. Go to Lead Details > Lead Section.
Example:
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3.1.2 Filter Leads
Functionality:The second section allows users to apply filters to leads based on criteria such as status, date, or source.
Steps1. Go to Lead Details > Lead section > 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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3.2.1 Leads
Functionality:Conservation admin can see the leads of different agency in separate places which were assigned to him by agency,agency admin or agency user.
Steps1. Go to Lead Details > Leads > select agency.
Example:
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3.3.1 Fixed Leads
Functionality:Only for conservation admin those leads shows in the fixed lead in which their conservation agent put conservation action fixed.
Steps1. Go to Lead Details > Fixed Lead > select agency.
Example:
3.4.1 Latest Leads
Functionality:Those leads shows in the latest lead which are not assigned to their conservation agent .
Steps1. Go to Lead Details > Latest Leads > Select Agency.
Example:
3.5.1 Assigned Leads
Functionality:The second section allows users to apply filters to leads based on criteria such as status, date, or source.
Steps1. Go to Lead Details > Assigned Leads > Select Agency.
Example:
4 Stakeholders
The CRM supports various stakeholder roles, each with specific functionalities.
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4.1 Conservation Agent
Functionality:Create, view, and update the Conservation Agent.Also have the import functionality to add multiple Conservation Agent at a time.
Steps:Navigate to Stakeholders> Conservation Agent.
Example:
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5 General Reporting
The CRM provides robust reporting capabilities across various dimensions.
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5.1 General Stats
FunctionalityGenerate date-range reports for Placement and Conservation 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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5.2 Agent States
FunctionalityThe Conservation Admin can see the states for the agents.
Steps1. Navigate to General Reporting > Agent States.
{{--2. Add states (e.g., “Texas”) for an Agent.
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6 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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7 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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8 Help Us Improve
Functionality:Generate tickets for CRM issues.
Steps1. Go to Help Us Improve, describe the issue, and submit.
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9 Notifications
Functionality:View notifications for Conservation Admin activities.
Steps1. Notifications for updates (e.g., new lead assignments).
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10 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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