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
- 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
Create Team
“NOTE – As shown in the screenshot above, we want to include all these fields in our ‘Add User’ form. Additionally, we want to add a ‘User Role’ field, based on which the user will gain access to our CRM ERP.” in secont tab of above screenshot – team optio is there on click on that below section should get open.