Tenant Dashboard & Features | Themesic Docs - Perfex CRM, Rise CRM & Concord CRM Modules

📄️ 🏠 Overview

Learn how tenants access and navigate the LeadHub dashboard to manage feedback operations, products, campaigns, and public pages.

探索租户主仪表板，包含实时统计卡片、图表、提交趋势和 NPS 分布。

Create, edit, and manage feedback products including product slugs, URLs, plan limits, and public page visibility.

Create and configure feedback campaigns with custom form fields, audience settings, rate limiting, and multi-language support.

Build custom survey forms with drag-and-drop field types including text, dropdowns, radio buttons, checkboxes, and more.

Manage incoming feedback submissions with filtering, search, bulk actions, AI analysis, replies, and status tracking.

Visualize feedback data with NPS trends, rating distributions, submission volume charts, tag frequency, and sentiment breakdowns.

Generate detailed feedback reports with overview, ratings, and detailed tabs, plus CSV export and scheduled report delivery.

Manage your public product roadmap with feature statuses, user voting, and feature request handling from the tenant dashboard.

Publish release notes and product updates to your public changelog with version tagging and scheduled publishing.

邀请团队成员、分配管理员或员工角色，并管理租户组织内的团队访问权限。

Manage subscription plans, view usage meters, handle payments via Stripe or PayPal, and manage free trial periods.

Configure branding, notifications, webhooks, custom domains, API keys, two-factor authentication, and scheduled reports.

使用数据导出、删除、匿名化工具、自动保留策略和删除请求日志来遵守 GDPR。

Generate referral codes, share them with others, and track conversions and rewards from your referral program.

通过新提交记录、用量警报、付款事件、试用期到期和 AI 异常检测的应用内通知保持实时更新。

直接从租户仪表板提交和追踪支持工单，支持线程式对话和邮件通知。

引导新租户完成初始设置的入门检查清单和自动化邮件序列。

通过详细的投递日志、筛选功能和完整的请求/响应检查来监控和调试 Webhook 集成。

交互式 API 文档页面，用于浏览和测试可用接口，包含认证详情和一键复制功能。

通过按类别的订阅/取消订阅控件管理邮件偏好，符合 CAN-SPAM 和 GDPR 规范。