Welcome to the Glencoco CRM and Dashboard. This guide aims to equip you with the necessary knowledge to become a proficient caller at Glen Coco.
Access and Navigation
Login and Sidebar Overview
Login: Enter your username and password to access the dashboard.
Sidebar Functions:
Open and Archive Pipeline: View current and past projects.
History: Access your previous activities.
Marketplace and Sales Floor: Explore available campaigns and sales opportunities.
Bonuses and Trophies: Check out incentives and achievements.
Leaderboard and Notifications: Stay updated with your rankings and important alerts.
Settings: Manage your profile and call forwarding details.
Getting Started
Informational Tool: Immediately after logging in, find introductory articles to get a quick start.
Master Table of Content: Dive deeper into the organizational structure and resources available.
Features and Tools
Dashboard Overview: The left sidebar of the dashboard provides access to various functionalities, including open and archived pipelines, history, marketplace, sales floor, bonuses, trophies, leaderboards, notifications, referral links, settings, and getting started resources.
Marketplace: This section shows the campaigns you are approved to call for, their payments, industries, best times to call, number of leads and callers, campaign call stats, full-time hiring status, and other helpful information. You can also discover new campaigns, sort them by various criteria, and see hot campaigns that are added for callers.
Bonuses and Recognition: Glencoco offers a great bonus structure to incentivize callers. The Glencoco top callers reward program breaks down the bonuses you unlock as you work through your tiers.
Notifications and Referrals: Stay informed with Glencoco notifications about upcoming campaigns, new leads, and other important updates. You can also easily refer friends and colleagues using your custom referral link.
Profile Customization: Personalize your Glencoco profile by displaying your sales performance, recorded greeting, background image, chosen campaigns, campaign descriptions, hours spent on each campaign, and preferred industries. The AI assistant will recommend new campaigns based on your industry preferences.