Actions
The details of all the leads that are assigned to an RM can also be viewed from the list of RMs present. Once we click on 'View Leads' we can see the details of the RM on the top with their name and contact details.
A comprehensive list of all the leads assigned to that particular RM is displayed with their details such as id, Signzy id, name, email, phone number, the date on which the lead was created as well as the status of the leads.
This list can also be downloaded by clicking on the 'Download Leads' button. A search option is also present to see the details of a particular lead if required.
The application/lead can also be reassigned to some other RM in case the RM to whom the lead is presently assigned is unavailable due to certain circumstances.
This option helps to edit/modify the details, role, and status of the RM and can also be used to delete the RM/Manager by clicking on the 'Delete Manager' button in the top right corner if required.
- Edit the details of the manager by entering the data in the specified text box, viz, name, mobile number, email address, and circle name.
- The username cannot be edited here, because it is a primary key.
- The role and manager can be assigned/changed from the options present on the right side. The updated result is displayed here in the text box.
- Click on the 'Update RM' button after making the changes.
- Go to the 'Assign Role' option
- Here we can either assign a new role or update the existing role of the RM
- Select the role that has to be assigned from the dropdown menu.
- Click on the 'Assign' button.
- Go to the Assign/Change Manager option.
- Here we can either assign a new manager or change the existing one.
- Select the manager that has to be assigned/changed from the dropdown menu.
- Click on the 'Assign' button.
- Go to the 'Edit/Change Status' option
- We can change the status of the RM based on his activity and availability to active, inactive, or dormant.
- Select the status from the dropdown menu.
- Click on the 'Update Status' button.
Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].