DASHBOARD

CRM Dashboard contains the overall view of Leads and employees. To view CRM Dashboard Step 1: Go to “Marketing”. Step 2 : Click “CRM”.  CRM Dashboard is listed with Total ...

How To Add A Contact

Step 1: Go to “Contacts”. Step 2: Click “New Contact”. Step 3: Enter the basic details like email id, Name, Gender, Designation, Mobile number, Contact owner and Lead status. ...

How To Add A User

Step 1: Go to “Users”. Step 2: Click “New user” option at the top right corner of the window. Step 3: Enter details like Email id, Name, Designation, Mobile number, ...

How To View The Sales Overview

Here you can view the overall performances. Step 1: Go to “Sales”. Step 2: Click “Overview”. On the top of the window, you can view the total leads and the ...

How To Add A Deal

The deals that you made with your customer can be added here. Step 1: Go to “Sales”. Step 2: Click “Deals”. Step 3: Then click the option “Create deal” at the ...

How To Delete A Deal

Step 1: Click the option “Delete Deal” at the top right corner of the window. Step 2: Then click “yes”. The deal will be deleted.