The CANDDi Admin Dashboard allows users to create different streams to share, edit, set up and assign to individual team members. It is a clear and easy way of managing your leads and getting the most out of your sales team.
You will find the Streams Dashboard Page under the tab settings at the top of the menu bar.
The dashboard itself looks as follows:
Here you are able to share with individual users, duplicate lists, view rules and delete. More information on how to do this can be found here: Sharing a Group of Streams with other CANDDi users (Also applicable if you want to share 1 stream with 1 person).
We have made it easier for you to filter results for quick find solutions.
At the top, when you hover your mouse over the stream title column or contacts column, a small arrow will appear to order the list in descending or ascending order. Also, there is a search field option to the right top corner.
This dashboard will make it easier for you to control your streams and your sales team leads, manage settings and run your inbound inquiry process with more efficiency.