Adding Leads Adding new leads and adding their information to the already created list is necessary to update the database with the changing information of the organization. A lead can be created by clicking on the "Add Lead" ...
CREATING CLIENT Creating a Client is necessary to add the new people who have joined as customers with the organization. A client can be created by clicking on the "Add Client" option on the top left corner of the Clients mo ...
CLIENTS Clients are the active customers of the organization who are listed under this subsection of the Customers module. This section records the data for each individual. It includes name, email, status, creation date along w ...
LEADS Leads are the potential customer of an organization. These are mainly the queries dropped in for the company to revert to in a promising manner such that the individual is convinced about the plans they have chosen. Thi ...
Click on a user name within Slack. Click on "View profile" in the menu that appears. Click the more icon "..." Click on "Copy Member ID." ...
MODULE SETTINGS Module Settings allows to add or remove different modules in the three defined panels. It permits the creation of a well-defined panel to be effective and productive with its usage. It helps in customizing the wo ...
THEME SETTINGS Theme Settings are provided to customize the workspace in a manner that depicts the idea of the organization with the audience. This allows building a comfortable and easy work in the workspace for all the users to ...
GDPR SETTINGS General Data Protection Regulation (GDPR) is a regulation in the European Union law on data protection and privacy in the European Union and European Economic Area. This settings section mainly handles the rights re ...
Security Settings Security of data is important for any user when they are working with a software system. This system works on protecting the data by ensuring usage from a safe audience. This allows Google Recaptcha and provide ...
Social Login Settings Social Login Settings, gives space to store the login credentials for all the social media handles that are regularly updated and taken care of by the organization. This allows easy working with the social m ...
