What does the Companies Tab Include?
ConvertLead > Left Hand Menu > Companies
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Follow the above-mentioned workflow to land on the Companies tab.
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Here, the information of all the created companies is listed. Information for each company is tabulated via a number columns that include Logo, Name, Campaign, Leads, Agents, Response Time, and Actions.
Figure 30 Companies
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You can search for a specific company by using the Search bar located at the top-right side of the screen.
Figure 31 Search Bar
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Moreover, in case you want to create a new company, click the
button next to the search bar.
Figure 32 Add Company
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Clicking the logo of a company opens the leads stats for the selected company in the right-side panel.
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Here, you can set the date range in which you want to view the stats using the date selector.
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Moreover, you can also select the agent for which you want to view the stats using the agent filter below the date range one.
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The average response time is also represented below the agent filter via a bar chart.
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Clicking a company name opens the graphical view of its leads mapped against each date.
Figure 33 Company Name
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You can select whether you want to view the stats for a specific agent or all agents assigned to the selected company using the Agent filter in the top-left corner of the screen.
Figure 34 Agents Filter
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Moreover, a date range filter is also available here that you can use to define a date range in which you want to view the leads.
Figure 35 Date Range Filter
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To edit the selected company, click the
button.