What's in this video: A tour of the Dashboard section in CallersIQ and what you can do from it.
- Round robin — step salespeople in, out, forward, or backward, update work schedules, and view all rotation activity
- Response time & productivity — optionally track how fast reps respond and how many customers were contacted, sortable by individual salesperson
- Customer alerts — see lead submissions, unread leads, and not-contacted customers over daily, 7/30-day, or custom ranges
- Deals, tasks & lifecycle — view deals at a glance, task status, and where opportunities sit in the pipeline
- Lead volume & last activity — see where leads come from (website, Boat Trader, OEMs) and a timestamped log of notes, emails, calls, SMS, and tasks
- Customization — the dashboard can be tailored and access restricted to control who sees which salespeople's data
Creator: Joseph - VP of Sales
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