Dashboards
Company
User Management
Product/Inventory Management
Pricing &Payment Options
Templates
CRM
For in detail view please click on link)
- All Leads
- Won Leads
- Generate Reports
- Daily/monthly/weekly Intensions of Sales Rep
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)
Generate Report
Once we select the team from the above dropdown, another dropdown should open with the names of related team members.” if they want to select all from user dropdown , they we want all option there.
Leads Created From
To
Leads Assigned From
To
Deposit received from
To
Check Installation Done From
To
Check Payment Recieved From
To
Customers Payments Pending from
To
Support Request Received type
Total Support Request received from
To