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CRM FEATURES

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Krishna Dalsania edited this page May 17, 2018 · 2 revisions

  • Dashboard

    • Charts: It is showing charts for Invoice Amount, month wise.

  • HeaderMenu

    • Subscription List: List of all subscription purchased by user. Every list is based on selected subscription.

    • Full Screen: It is used to maximize the screen.

    • Themes: Provide different color themes.

    • Settings

      • Add New Account: User is able to create new Xero/ QuickBook account which is used to store Customer/Invoice .
      • Add New Profile Configuration: It is used to store Address and Logo, which is further used as ‘From Address’ and ‘Company Logo’ when invoice is sent as Email or Downloaded.
      • Add New Payment Configuration: It is used to add payment credentials of different gateways like stripe, Authorize.net and Paypal for making payment of Invoices.

  • SideMenu

    • Customer

      • New : To create a new customer, fill all the details correctly and click on the submit button. This will create a new customer for an account that user have selected in ‘Configuration Name’ field.
      • List : It shows the list of customers detail account wise. Click on the account name, to see the list of customers of that account.
      • In the top of the list, there is an option of Filter. User can get Customer list by Customer Name, Email Address and Status of Customer. After selecting options, click on Apply button to get data. If you want to clear filter search, click on Reset button.

    • Sales Funnel (Relationship)

      • New : Allows user to create new relationship
      • List : Get all List of relationships.

    • Invoice

      • New : To create new invoice, fill all the details correctly and click on the submit button. This will create a new invoice for an account that you have selected in ‘Configuration Name’ field.
      • List : In List Invoice, It shows list of Invoice account wise. Click on account name, to see the list of invoice of that account.
      • In the top of list, there is an option of Filter. User can get Invoice list by Invoice Number, Customer Name, Status of Invoice, Date of Invoice, Total Amount of Invoice and Due Amount of Invoice. After selecting options, click on Apply button to get data. If user want to clear filter search, click on Reset button.

    • Transaction List

      • The list of transaction(payment) made against the invoice is listed here.
      • In the top of list, there is an option of Filter. User can get Transaction list by Customer Name, Invoice Number and Date of Transaction. After selecting options, click on Apply button to get data. If user want to clear filter search, click on Reset button.

    • Order List

      • Order List, Here you can see the list of Orders made by user. Orders are listed based on the selected website. User can change the website from drop-down.
      • User can view the details of order by clicking on arrow (expand) icon in very first column of the list.
      • User can download order by clicking on Download icon in the last column of the list.

    • Request Quotes

      There are two secctions, Request Quote and Request Info

      • Request Quote, Here user can see the list of Request Quotes.

      • Request Quotes are listed based on the selected website. User can change the website from drop-down.

      • User can view the details of request quote by clicking on arrow (expand) icon in very first column of the list.

      • User can download request quote by clicking on Download icon in the last column of the list.

      • Request Info, Here user can see the list of Request Info.

      • Request Info are listed based on the selected website. User can change the website from drop-down.

      • User can view the details of request info by clicking on arrow (expand) icon in very first column of the list.

    • Invite

      • Here user can invite someone with specified roles like accountant, admin, client to work on CRM.
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