This tutorial is to illustrate how sales reps who are selling through a channel can view their customer activities on a website in order to support them and
assist the rep's background knowledge so they know how to target their channels.
Go to the website manager
Create a new website
Click on the settings gear of your website
Click on find more apps
Go to Content - edit web pages
Select the page or template you would like your lead management to be on
Add required containers for the number of components used
In this instance below we are using a sales team with a reward loyalty program, who can review sales points of an organization on their own dashboard, so we want to setup the required components for the sales group users, so when they login, they can view the statistics and have background knowledge of the customer,
so the sales rep can support and engage with the customer and create the ultimate customer experience and create more sales.
Copy and paste the names of the components to use, into the component search engine of the components.
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1. Display the title of the selected organization |
2. Allows selecting an organisation to filter data |
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3. Display a date range control |
4. Points Leaderboard |
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5. Points Transaction |
6. Points Transaction |
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7. Display a list of the top points balances |
8. Single Value Settings |
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9.Display a list of recent points awards |
10. Display a histogram of debits activity |
Click on a component, select the settings gear
Add the points bucket to view
Add in any other required field needed
You will require a login page so that the user that logs in will be able to be directed to the dashboard
You may want a sales rep to only see certain main menus when they login.
Do the same process as Step 4
Next, click on defaultThemeTemplate
Click on the menu settings button.
Click, to turn on, the show search form
Next, look for menu items
Click on the edit button of a menu you would like to hide
Hit the online chat button bottom left, or click the contact Kademi button below.
