AtmosAI CRM Leads:
To get started with AtmosAI CRM Leads, go to the Home screen sidebar and choose CRM, which will redirect you to the Leads page.
CRM – Leads Board:
AtmosAI CRM Leads lets you collect and store the information of your leads from where you can connect with them and start converting. Keep track of and manage leads, Moreover, boards are fully interactive and collaborative, so you and your team can work together to get things done.
Create New Lead:
To add a new group, click on the “+Lead” button on the left pane on your screen and then select “New Group.” You can also Import leads from the same menu from Excel, Google Sheets, and more.
Advance Functions of the Board:
The leads board has different advanced features to manage and control leads.
Leads – Search & Person:
Type in the search box and search for anything within the leads boards.
Quick person filter allows users to filter leads person-wise.
Leads – Sort:
The Leads page has multiple sort options; you can sort by a dedicated work stage sort or by normal sort.
Leads – Filter:
The Leads page has advanced filter options; you can filter data by a dedicated work stage filter or by the normal filter.
Leads – Hide:
After creating a lead, you can further work on the Lead by taking Notes, creating tasks, and sending emails, calls, or sms for follow-ups, and more. Just hover your mouse on the right side, Press the “,” and you can see the “,” from which you can monitor all the activities done on this Lead.
Deleting a Leads Board:
Leads – Workflow:
On top right corner of Leads page you will find Workflow – Create workflows to further manage and automate the Leads and provide better service to the clients.
Leads – Bulk Emails
Leads Add Views:
Leads – Add Columns:
Scroll to the right side of the Leads board and press “+New” to add more columns.
Press “More Columns” to further explore the pre-set columns with advanced features like “Status,” “People,” “Timeline,” and more.
Leads – Drag and Drop & Subitems:
Drag & Drop: Easily move around your Leads with Drag and Drop.
Subitems: Add Subitems to your Leads. Hover your mouse between your lead’s name and check box and press the “Expand Subitems” button to add subitems to your leads.