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Managing the CRM action sidebar – Section 4

This section contains several items of information:

CRM action sidebar
  1. Prospect sheet
  2. User assigned to prospect
  3. Tags prospect
  4. Google Maps

1. Prospect form

The prospect’s Last Name First Name is displayed. Clicking on see prospect allows you to access the prospect’s file in its current form from the Lead menu.

2. User assigned to prospect

You can assign a user to this lead during the conversation. Just click on edit and select the user.

agent_panel_assign_to

3. Tags prospect

You can add/edit/delete tags that are associated with the prospect.

agent_panel_tag

3. Google Maps

If you have filled in the address, city, zip code and country fields correctly, and this information is recognized by Google Maps, then the prospect’s address will be automatically displayed at this location. You can also zoom in.

agent_panel_google_map

Navigate the Workstation sections
 Workstation overview

  1. Viewagent panel call activity
  2. Using action button widgets
  3. Qualify prospect information
  4. Manage CRM action sidebar (You are here!)