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FAQs

Have Questions? We've Got Answers! Explore Our Comprehensive FAQ Section for All the Information You Need.

To add a new user, navigate to the "Manage Users" section in the manager panel, click on the "Add User" button, and fill in the required details such as name, number, password and role. Then, click on "Submit" to add the user.

LeadDial CRM offers various roles such as Admin, Manager, Assistant Manager and Executive, each with different levels of access and permissions. Admins have full control over the account, Managers have limited administrative privileges, and Executives can access specific features based on their role in the organization. Even, new roles are also can be created and even the existing roles can also be edited with their permissions can be customized.

The number of users you can add depends on your subscription plan. LeadDial CRM offers flexible plans with varying user limits. You can upgrade your plan or contact support to increase the user limit if needed.

A pipeline in LeadDial CRM refers to the predefined stages that a lead progresses through during the sales process. It represents the various steps involved from lead acquisition to conversion.

A campaign in LeadDial CRM refers to a targeted marketing initiative aimed at acquiring or engaging leads. It encompasses activities such as outbound calling, messaging, and lead management within a specified timeframe and goal.

LeadDial CRM provides analytics and reporting features to track the performance of your campaigns. You can monitor metrics from reports and trends sections which you will find from the left hand side of the screen.