Notice Board

Introducing FYERS Partners Dashboard

By 25/06/2020 No Comments

To meet the growing number of account opening leads and provide a convenient solution for your referral leads related insights, we have introduced  FYERS Partners Dashboard.

The platform enables our partners to quickly engage with leads by accessing the status of the leads referred or to track all the activities of your leads including updating the status or marking a lead.

Some features of the FYERS Partner Dashboard 

Overview Menu:

  • Date Wise overview of new leads added
  • Accounts opened
  • Accounts activated 
  • Funds Transferred
  • Graphical view of the current lead status of the total leads added by you

Leads Menu:

  • Search leads with a contact number using the “Quick Search Field”
  • Know details of your leads like name, contact no, Email, date created, current status etc.
  • Track all the activities posted about leads including updating the status
  • Add fresh lead using the “Add Lead” option from your end
  • Filter the leads as per their current status
  • Search leads between any date range
  • You can mark any lead as “Interested” or “Not Interested” to notify our sales executives with a single click

Help Menu:

  • Understanding the meaning of the leads status/stages
  •  New features update

Note: Partners will receive the login credentials to the registered mail ID shortly.

To become a partner, get in touch with us here – Become a Partner.

Let’s make good things happen!

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