Sales Portal

Overview

The Sales Portal provides an easy way for your sales staff to track lead sales for clients they have signed up with your company. Through the sales portal, they can search for leads sold to clients they have signed up and also process client lead returns .

Key Benefits

• Allows sales staff 24/7 access to view all client campaigns they have signed up with your company. Sales staff can be provided their own username, password and a unique link to your sales portal. The sales portal can be accessed anywhere they have internet access.
• Full reporting capabilities. Sales staff can see real-time reports on leads sold to the clients they have signed up. They can also run hourly, daily, weekly, monthly or even yearly reports.
• Lead return options. Sales staff can process lead returns for the clients they have been assigned to manage. Leads can be returned individually or through a bulk import sing a CSV file.

Screenshots

Dashboard	Reports	My Account	Return Leads
Search Leads	Search Leads Results