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5.5 Managing Leads
Leads play a crucial role in your business, and the system helps track and manage all lead-related activities, including follow-ups, tasks, notes, emails, and document management. Viewing Leads To access the Lead Management section, click on “Leads” under the Roles menu. A window will appear displaying a list of leads, including their details such as…
5.4 Managing Customers
Customers play a crucial role in your business, and the system helps track and manage all customer-related activities, including Invoices, payments, notes, tasks, workflows, and documents. Viewing Customers Adding a New Customer Click on “Add New Customer”, and a popup form will appear with the following fields: 📌 Note: Fields marked with an asterisk (*)…
5.3 Branch Managers
Branch Managers play a crucial role in overseeing business workflows and ensuring that each step is executed efficiently. Viewing Branch Managers 1. Branch Manager Details 2. Emails 3. Notes 4. Tasks View Task – See tasks assigned to the Branch Manager. 5. Overdue Tasks Adding a New Branch Manager To add a new Branch Manager,…
5.2 Employees
Employees play a crucial role in overseeing business workflows and ensuring that each step is executed efficiently. Viewing Employees 1. Employees Details 2. Emails 3. Notes 4. Tasks View Task See tasks assigned to the Employees. 5. Overdue Tasks 5. Staff Sickness 6.Salary Review 7.Employee Expense 8.Holiday Request Adding a New Employees To add a…
5.1 Admin Role
The Admin section lists all registered admins. Clicking on the plus (+) button next to a name expands a list of action buttons for managing that specific administrator. 1. Admin Details 2. Emails 3. Notes 4. Tasks 📌 Tip: This section helps efficiently manage user roles, permissions, and communications within the system. 1. Admin Details…
9.Data Management Module
A vital module for organizing and managing business documents that Enhances efficiency in handling essential paperwork.Streamlines workflows and boosts productivity. 📂 Available Document Categories: 9.1 Order Forms – Standardized templates to streamline purchase and service orders.9.2 Document Checklists – Lists to ensure all necessary documents are prepared and submitted.9.3 Final Letters – Professionally crafted closing…
8. Report
The Reports Module is essential for your system, providing valuable insights into various business activities. It includes different reports to help track financial transactions, tasks, and compliance. Available Reports: 📊 Accounting Reports: 🛂 Immigration Reports: 📌 Other Reports: 📌 Tip: Regularly reviewing these reports helps in better decision-making and business management. 📊 Accounting Reports: 8.1….
8.1. Customers Bill Report
Tracks customer bills, including outstanding and paid invoices. The Customers Bill Report provides a detailed overview of customer bills, including outstanding and paid invoices. Columns Displayed: 1.Summary Calculations (Displayed at the Bottom): 📌 Tip: Use the Exclude column to filter out specific rows from the total calculations. The Customers Bill Report allows you to filter…
7.5 supplier invoice
When you click on Supplier Invoice, a list of supplier invoices will appear in a table format. This section allows you to manage all supplier invoices, and it includes buttons for: Add Invoice and Invoice Categories when you click on the + button beside the name action buttons will be visible to 1.Edit – edit…
7.4 Supplier
When you click on Suppliers under the Accounting menu, a list of suppliers appears, allowing you to manage all suppliers in the system. You can also click “Manage Types” and “Add Supplier” to organize and add new suppliers. The Suppliers page displays a list of suppliers in a table format with the following fields: When…