Note: Clicking on this arrow will collapse the sidebar, leaving only the icons of each menu item visible.

Dashboards

• 
  CRM Dashboard
  
• 
  Sales Dashboard
  
• 
  Installation Dashboard
  
• 
  Project Dashboard
  
• 
  Product Dashboard
  
• 
  Accounting Dashboard
  
• 
  Support Dashboard
  

Company

• 
  All Companies
  
• 
  Add Company
  
• 
  Add Tags
  
• 
  Add Leads steps
  
• 
  Add Leads Status
  
• 
  Add intstallation Steps
  
• 
  Add Custom Fields
  
• 
  Add Distributor /Retailers
  

User Management

• 
  All Users
  
• 
  Add Users
  
• 
  Create Team
  
• 
  Roles
  

Product/Inventory Management

• 
  Add Solar Panels /Module
  
• 
  Add Inverter
  
• 
  Add Battery
  
• 
  Add Other Component
  

Pricing &Payment Options

• 
  Price Scheme
  
• 
  Payment Options
  
• 
  Add/Edit Incentives
  
• 
  Add/Edit Utility Rates
  

Templates

• 
  Create/Edit Proposal Template
  
• 
  Create/ Edit Contract Template
  

CRM

For in detail view please click on link)

Project Management

Calender

Call Hub

Calling option / SMS option/ call history option)

Messenger

(We want messging app intergartes here – when sales rep login to this app they can chat or send msg from here only to communicate with team,

Email Box

(Backup of al email under super admin)

HRMS

LMS

Home

All Distributor/ Retailer / Utility Tariff

Add New Create Utility Tariff

Note: After creating the utility traffic listing, it will appear as shown above. We would like the option to edit any listing. After Clicking on Create Utility tariff 

Note: When the lead management person adds postcode fields while creating a lead, the distributor should be automatically selected based on the customer’s postcode or area code from a dropdown menu.