5 Essential CRM Reports You Need
What information does your CRM need to show you? Here are 5 essential CRM reports every sales manager needs to know!
6 Questions to Ask Yourself Before You Invest in a CRM
Making the right choice is one of the crucial things you can do for your success. These are the 6 questions to ask yourself before you invest in a CRM!
Frequently Asked Questions (FAQs)
As an admin can I log in to the Jaldi mobile app? Yes, you can use your admin login details to log in to the mobile app. However, on the mobile app you will not have access to any admin…
How to use the Jaldi Mobile App
The Jaldi Mobile App is very simple to use. Jaldi Agent's App flow: 1) Leads that are assigned to you come in the Campaign section. 2) To start, simply click on "Start Calling" 3) You'll be asked to call each…
Why your Facebook leads might not be coming to Jaldi
If you've connected your Facebook account to Jaldi and are wondering why you're not seeing any leads, you've come to the right place.
How to manage teams
We'll guide you through the process of creating managers, empowering your sales teams, and enhancing your overall sales process.
How to use deal value
Deal Value allows users to assign a specific value to each lead, helping to track the potential revenue associated with that lead.
Your Jaldi subscription
Your Jaldi subscription is based on how many Agents you have on Jaldi. You can view and edit your subscription details at any time!
How to use the Jaldi ‘All leads’ section
Introduction You can view & manage all your leads from the “All leads” section on Jaldi. In your “All leads” section, you can: 1. Filter Leads by Lead Status Campaign Agent Last Updated Created Date 2. Export Leads as a…
How To Be An Effective Sales Manager: Qualities Of A Sales Manager
What are the qualities of a sales manager? From defining processes to celebrating wins, master 10 skills that drive a sales team!