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Account manager dashboard - Coggle Diagram
Account manager dashboard
Search users
By keyword:
partial match
exact match
email address
first/last name
company
phone number
Result
Properties
First name
Last name
Email
Mobile phone
Company
Country
Actions
Unfold VDRs' list
Project (name)
Go to VDR
Project status
Group
Group role
Last login date
Total activities
Sort each column A<->Z
By country
Project activity
Actions
Search by
Project name
Server_RoomID
Country
Sales region
Primary lead's name
Lead's email
Leads' company
Filter by
Room type
Room status
Sort each column A<->Z
Edit
Country
Primary lead's name
Lead's email
Leads' company
Trial Expiry Date
Export table to Excel
Go to VDR
Properties
Project name
Room type
Server_RoomID
Room status
Creation date
Country
Sales region
Account manager
Primary lead's name
Lead's email
Leads' company
Last admin login
Last user login
Closing Date
Users invited
Uploaded data
View
Print
Download
Converted to client
Trial Expiry Date