How to Use the Jaldi Admin App
Summary
The Jaldi Admin App is designed to empower Admins, Sales Managers, and Heads of Sales by providing a seamless experience for managing and overseeing leads and team performance. This guide will walk you through the core features of the app and how to use them effectively.
Switching Between Agent View and Admin View
As an Admin, Sales Manager, or Head of Sales, you can switch between:
- Agent View: Allows you to experience the app as an agent and access the same functionalities they use.
- Admin View: Provides a comprehensive view of leads, team dashboards, and advanced management tools.
To switch views:
- Navigate to the top menu bar.
- Click on the toggle button labeled Agent View or Admin View.
Functionalities in admin app:
In Admin View, you have access to all leads within your permissions. Here’s how you can manage them:
a. Accessing Leads
- Go to the All Leads section in the app.
- View all leads that are assigned to your team or department.
b. Filtering Leads
Use the Filter option to sort leads by criteria such as:
- Status (Processed/Unprocessed)
- Date Created
- Agent assigned
c. Reassigning Leads
- Select one or multiple leads from the list.
- Click on the Reassign button.
- Choose a new agent or reassign them as Unprocessed.
d. Viewing Team Dashboards
The Admin View includes dashboards to monitor team performance:
- Navigate to the Dashboard section.
- View performance metrics and analytics for:
- Teams/agents under your access
- Teams/agents under your access
- You can apply filters to narrow down the data like:
- By agent name
- By time range
This functionality allows you to evaluate performance trends and make data-driven decisions.
By leveraging these features, the Jaldi Admin App enables you to manage leads effectively, monitor team performance, and streamline operations. If you’re more questions regarding admin app, please contact us on info@jalditech.com