The dashboard is designed to provide a clean and intuitive experience for managing your leads and data.
You can access your dashboard via this link.
Image 1: CET homepage dashboard
The CET dashboard features an easy-to-read layout designed for easier data interaction. It includes a streamlined lead conversion view, offering a clear way to track lead progression.
Leads that are generated through the Customer Engagement Tool will feed through on the dashboard and be added to your CRM.
To filter results on your leads report, click on the Filter button.
Image 2: Accessing filters in the new CET dashboard
Select and apply your filter criteria. Once applied, you may click Save and export the results as a CSV file.
Image 3: Editing your filter criteria
You may access the old dashboard by navigating to the Profile button on the top right of your screen and selecting Settings. Here, you may export all your previous lead information as a CSV file.
Image 4: Accessing Settings in the new CET dashboard
Once you are in the old dashboard view, you may easily switch to the new one by selecting the New CET Dashboard button.
Image 5: Old CET dashboard view