Please note that Support and Updates are only available to customers who have genuine copies of this software.
Pipeline are the base for application.The Pipeline are base where we are going to add stages and then deals.
You will be fill the pipeline name and save it
Stages are added in pipeline.You can create different stages by pipeline.Means every pipeline have different stages.
Labels are added in pipeline.You can create different labels by pipeline.Means every pipeline have different labels.
You can view the list of deals on list dashboard.Add new deal from list dashboard.
Deal are the main center point or center of our application.All thinks belongs to deals.Means we are going to add every think like sources,product,files,notes,contacts etc in deal.
A details of the deal shown task,note,members,contacts,sources,products,files etc(See above)
You can see all the activity related to the deal like contact added and delete etc from deal.
View/Add/Edit/Delete tasks that are related to deal.The task in deal are visible to all in deal.
Search/Add/View/Delete the products. You can search the products and then click on product for add.Also update product quantity and discount on product.
Search/Add/View/Delete the sources. You can search the sources and then click on source for add
View/Add/Edit/Delete deal files
Search/Add/View/Delete the contacts. You can search the contacts and then click on contact for add.
View/Add/Edit/Delete deal comments/messages.
You can Add/Edit notes.These notes are private and only visible to you.
Search/Add/View/Delete deal members. This is where you can assigned members to the deal.
Task is added in any deal mean you can assign any task for deal.There are 2 menu for Tasks
Admin can able to View/Edit/Delete all the task in the application.Here admin will see the task created by which user,which pipeline or stage.
Admin/User can able to View/Edit/Delete task created by him.Means my task where admin/user see the task assign to him or created by him
You can add any company information in application.You can contacts in company
You can create contacts in application and add any number of contacts under or not an company.
You can create products in application and add later can add it to any deal.
Just click on product name etc to edit it,change it and then click arrow for save.
You can view the deals in product.Just click on view button and you will goes to product view page where you see the deals in product
You can create sources in application and add later can add it to any deal.
Just click on source name to edit it,change it and then click arrow for save.
You can view the deals in source.Just click on view button and you will goes to source view page where you see the deals in source.
You can view the all the activity done regarding the deal.You can see all activity related to task,source,product,contact etc done in deal.
You can view the report of the deals.There are 2 types of reports
In application you can also message for 3 type of users admin,staff,client with different permissions.The message system allow you to message your members.
In application you can export data.
In application you can create a ticket.You or user can reply to any ticket and also can send attachments with ticket.
You can add any custom fields for deals , contact, company in application.
You can create user in application and add later can add it to any deal.
There are two types of users. (a)Admin (b)Staff (c)Clients
You will see the profile and update picture and details