Home

The home dash board was designed to give you an overview of your day-to-day operations. please note that due to limited space on the screen only about six of your daily tasks, meetings etc. are displayed. Use the "Expand" result buttons at the bottom of each block to get a bigger view of the information.

LEADS

You can quickly capture leads, or import from excel spreadsheet.

Click on any of the icons to:

You can hover your mouse over each icon to display the description.

Click the color picker icon on the left to change the color of the line, indicating importance of each lead.
Click on the "History" icon to display previous calls, meeting notes etc.
Click on the "Notes" icon to add remarks and comments about deal or client.
Click on the "Meetings" icon to schedule a new meeting.
Click on the "telephone" icon to schedule or record calls.
Click on the "email" icon to send an email.
Click on the "SMS" icon to send and instant SMS message to his mobile phone. (Must have SMS credits available)
Click on the "Convert" to opportunity icon to convert this lead into a new opportunity.
Click on the "Delete" icon to permanently remove the lead.

NOTE : Use the "expand results" button to get a bigger view of your current leads.

MEETINGS

Schedule your meetings.

Calculate the distances between meetings. See if it would be quicker to start from home or office by simple clicking the HOME/OFFICE button.
Click on the google map icon to get a map and street view of the client.
interface with your Outlook calendar.

CALLS

Create call reminders and notes during your call conversations. This is very helpful if you later call again to catch up on where the previous call was ended.

Schedule calls if client was not available. Simply click any of the radio button option to indicate the state of the call and Odyssey will make a new entry and reminder for next call.

TASK

Due to our busy schedules we tend to forget some of our promises we make to customers. Create task, your "to-do lists" and Odyssey will keep reminding you of these outstanding isues.

You can also color code your task in order of importance.