Go to “Lead/Task”, then click assigned to assign new member
Go to respective task, then click complete task & comment
also.
Go to ‘Create New” on top right hand side, then click “Add
Task” we have a sliding option, then you click “Internal Task”, subject, description and
assigned to, due date is compulsory. Rest fields of “Add task” are optional.
Go to ‘Dashboard’ on left side drop down, then Go to
respective ‘Lead/Task’ search tasks, select content, Create to the Client, see how to
look the body of mail content.
Go to ‘Dashboard’, on left side drop down, then click ‘Task’
click on ‘Filter’ option & categorized you need as well.
Add more organisation by Super Admin. It depends on your
plan.
Go to ‘Create New” on top right hand side, then click “Add
Proposal Template” template name, title, description.
You can add this in a two ways. First you Go to ‘Create New”
on top right hand side, then click “Add Mail” search tasks, client, contact person,
proposal date, client name, concerned person, address, subject, add description, fees.
Second You Go to respective ‘Lead/Task’ then you can add a “Add Mail” as well.
You can add this in a two ways. First you Go to “Create New”
on top right hand side, then click “Add Contact Person” contact name, email, phone.
Second you can go to add lead/task, add contact person as well.
Go to “Create New” on top right hand side, then click “Add
Designation” designation name, select privileges.
