CRMS - Advanced Bootstrap 5 Admin Template for Customer Management

Recently Created Contacts

Contact	Email	Phone	Created at
Carol ThomasUI /UX Designer	[email protected]	+1 124547845	25 Sep 2023, 12:12 pm
Dawn MerchaTechnician	[email protected]	+1 478845447	27 Sep 2023, 11:23 pm
Rachel HamptonSoftware developer	[email protected]	+1 215544845	04 Oct 2023, 04:12 pm
Jonelle CurtissSupervisor	[email protected]	+1 124547845	17 Oct 2023, 11:34 am
Rachel HamptonSoftware developer	[email protected]	+1 215544845	04 Oct 2023, 04:12 pm
sharon RoyInstaller	[email protected]	+1 466701256	15 Nov 2023, 07:26 pm

Won Deals Stage

Recently Created Deals

Deal Name	Stage	Deal Value	Probability	Status
Collins	Conversation	$04,51,000	85%	Won
Konopelski	Pipeline	$04,14,800	15%	Lost
Adams	Won	$04,14,800	95%	Won
Schumm	Lost	$9,14,400	47%	Won
Wisozk	Follow Up	$11,14,400	98%	Won

Lost Leads Stage

Leads By Stage

Recently Added Companies

Add Company

Company Name	Email	Phone	Created at
NovaWaveLLC	[email protected]	+1 124547845	25 Sep 2023, 12:12 pm
SilverHawk	[email protected]	+1 478845447	27 Sep 2023, 11:23 pm
SummitPeak	[email protected]	+1 215544845	04 Oct 2023, 04:12 pm
RiverStone Ventur	[email protected]	+1 124547845	17 Oct 2023, 11:34 am
CoastalStar Co.	[email protected]	+1 124547845	17 Oct 2023, 11:34 am
Redwood Inc	[email protected]	+1 466701256	15 Nov 2023, 07:26 pm

Deals By Stage

Activities

Add New Activity

We scheduled a meeting for next week

Due Date : 10 Feb 2024, 09:00 am
Meeting

Darlee Robertson
Regarding latest updates in project

Due date : 29 Sep 2023, 08:20 am
Email

Dawn Mercha
Call John and discuss about project

Due date : 05 Oct 2023, 10:35 am
Task

Carol Thomas
Discussed budget proposal with Edwin

Due date : 16 Oct 2023, 04:40 pm
Calls

Sharon Roy

Lost Leads Stage

Add Company

Recently Created Leads

Lead Name	Company Name	Phone	Lead Status
Collins	NovaWaveLLCNewyork, USA	+1 875455453	Closed
Collins	KonopelskiWinchester, KY	+1 989757485	Not Contacted
Adams	SilverHawkJametown, NY	+1 546555455	Closed
Schumm	SummitPeakCompton, RI	+1 454478787	Contacted
Wisozk	RiverStone VenturDayton, OH	+1 124547845	Closed

Recently Created Campaign

Add Pipeline

Distribution

Public Relations
- 30.5%
  
  Opened
- 20.5%
  
  Closed
- 30.5%
  
  Unsubscribe
- 70.5%
  
  Delivered
- 35.0%
  
  Conversation
Bounced
Due Date : 25 Sep 2023
Pricing

Social Marketing
- 42.5%
  
  Opened
- 38.2%
  
  Closed
- 48.8%
  
  Unsubscribe
- 62.7%
  
  Delivered
- 22.5%
  
  Conversation
Running
Due Date : 14 Oct 2023
Merchandising

Content Marketing
- 52.5%
  
  Opened
- 29.3%
  
  Closed
- 62.8%
  
  Unsubscribe
- 71.3%
  
  Delivered
- 39.5%
  
  Conversation
Paused
Due Date : 14 Oct 2023
Repeat Customers

Rebranding
- 17.5%
  
  Opened
- 49.5%
  
  Closed
- 35.2%
  
  Unsubscribe
- 54.8%
  
  Delivered
- 60.5%
  
  Conversation
Success
Due Date : 29 Oct 2023

Notifications

Adrian Davies

Tech Lead

Main Menu

Layout

CRM

Reports

CRM Settings

User Management

Membership

Content

Support

Settings

Pages

UI Interface

Help

Adrian Davies

Tech Lead

Main Menu

Layout

CRM

Reports

CRM Settings

User Management

Membership

Content

Support

Settings

Pages

UI Interface

Help

Analytics123

Recently Created Contacts

Won Deals Stage

Recently Created Deals

Lost Leads Stage

Leads By Stage

Recently Added Companies

Deals By Stage

Activities

We scheduled a meeting for next week

Darlee Robertson

Regarding latest updates in project

Dawn Mercha

Call John and discuss about project

Carol Thomas

Discussed budget proposal with Edwin

Sharon Roy

Lost Leads Stage

Recently Created Leads

Recently Created Campaign

Distribution

30.5%

20.5%

30.5%

70.5%

35.0%

Pricing

42.5%

38.2%

48.8%

62.7%

22.5%

Merchandising

52.5%

29.3%

62.8%

71.3%

39.5%

Repeat Customers

17.5%

49.5%

35.2%

54.8%

60.5%

Add New Company

Add New Pipeline

Pipeline Stages

Access

Add New Activity