Sales Culture > Sales Pipelines
Manager's Focus - Set Category
Posted by i3Teamworks Admin on 14 Jan 2019 12:52pm

Managers can monitor the Sales Leads by putting it into a few categories. Example- Flagged Leads, Important Leads. By doing this it will help you to stay focus on "selected" leads rather than overall. Leads can be picked from your staff's leads.

1. From your Main Dashboard, tap on SALES  and choose Sales Console

2. Click on Manager's Focus 

3. Tap on Category and click Add Category

 After you have Add Category, Sales Lead can be tagged to the Categories.