Client Dashboard To access the client dashboard, click the button in the dashboard menu. It will show the following charts and tabular forms of client’s records. Select the date range to view project details between specific dates. Moving down the…
Add new Column to the Lead Kanban Board To add a new Column, click the button on the lead main page and follow the following procedure. Enter the Lead Status/Column name. Enter the label color for new lead column Click…
Lead Kanban Board To view the Kanban board, click the button on the lead main page. A Kanban board shows tasks in visual representation and helps to see the stages of each piece of work. To edit the existing records…
Add New Lead To add new lead, click the button on the lead landing page and follow the following procedure Enter the lead company name Enter lead company website address Enter lead company address Enter lead mobile contact number Enter…
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