Data Flow
1 Introduction
This document outlines the functionalities available to an Marketer 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 Marketer to manage their operations effectively.
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2 Configuration
The Configuration covers settings for archives. Where the Important Documents Will be uploaded like training manuals etc in form of PDFs and links.
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2.1 Archive
Functionality:An Marketer can download 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 Marketer 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.Also Marketer can add the leads for different campaign like FE,ACA,HI and Medicare and that lead show to the user that comes under it hierarchy.
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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3.1.3 Followups Leads
Functionality:Marketer can also add the leads into their follow-ups if the lead is not completed.That will be visible to the marketer in this section
Steps1. Go to Lead Details > Follow Ups.
Example:
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4 General Stats
FunctionalityGenerate date-range reports for Disposition .
Steps1. Navigate to General Stats.
2. Select report type (e.g., “By Disposition”) 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 Marketer 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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