Note: Clicking on this arrow will collapse the sidebar, leaving only the icons of each menu item visible.
Dashboards
Company
User Management
Product/Inventory Management
Pricing &Payment Options
Templates
CRM
For in detail view please click on link)
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)
All INSTALLATION STEP
New Order
After selecting 'New Order', the subsequent steps should open in a separate tab named 'Installation Status1) NW INSTL 2) DP RCD
Red Flag Checked
After selecting 'Red Flag Checked', the subsequent steps should open in a separate tab named 'Installation Status 1)SV-R2 UPLOAD 2)PRE-APP ISSUE 3)PRICE ISSUE 4)SWITCH BRD/METER UPGRADE 5)MISSING DOCS 6)ROOF SPACE - ISSUE
SV Quote
After selecting 'SV Quote', the subsequent steps should open in a separate tab named 'Installation Status1) SV-QUOTE -DRAFTS 2) SV-QUOTE SUBMITD 3) SV-CUST APPL STARTED 4) SV-CUSTOMER APPL REVIEW 5) SV-QUOTE EXPIRED 6) Cancelled on Solar vic
R2 Install
After selecting 'R2 Install', the subsequent steps should open in a separate tab named 'Installation Status 1)SV-CUST APPL APPROVD 2)JOB BKD 3)FU4 INSTL 4) INSTL-IN PROCESS 5) TO BE RESCHD
Post Install
After selecting 'Post Install', the subsequent steps should open in a separate tab named 'Installation Status 1)INSTL CMPLT 2)FNL PYMNT RCVD (FPR) 3)CES RCVD 4)GRD A 5)BRT A 6)SOLAR VIC A 7)STC RCVD 8) CLOSED
SRVS Call
After selecting 'SRVS Call', the subsequent steps should open in a separate tab named 'Installation Status 1) 2)
CANCEL
1)LOST SALE 2CHANGE OF MIND
Post Install Task
1)INSTL CMPLT 2)FNL PYMNT RCVD (FPR) 3)CES RCVD 4)GRD A 5)BRT A 6)SOLAR VIC A 7)STC RCVD 8)CLOSED
Refer below image for color codes
Note: As shown in the above section, we are currently using a set of predefined installation statuses. We seek to enhance this functionality by introducing the option to add additional statuses. This enhancement is specifically targeted for the ‘Project/Lead Installation Status’ section. It is crucial to ensure that any new statuses added in this section are automatically and seamlessly integrated into the ‘Project/Lead Installation Status’ dropdown menu. This change aims to maintain consistency and synchronization between these two components of our system. This will ensure that updates in one section reflect appropriately across the system, thereby improving data coherence and user experience