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Navigation Elements

Elements which provide easy access to the respective screens and features throughout the platform that gives users a pleasant UI experience turns into productive outcome and platform adoption.

The Leftmost navigation on top is the main menu that users will use to access available Main-Menu-Navigationfeatures from any screen of the CRM Mobile App.

1. User Profile – user’s profile with username and profile picture with edit right in picture.

2. Dashboard – is a home screen including logs of activities held within the app by users provided active parameters set by Admin.

3. Marketing – is an access to the marketing activities features that help users perform, track, manage leads, campaign, and audience database.

Sales – is an access to the sales management flow to simplify planning and tracking of targets.

Inventory – is a key of error free inventory management with the features to keep count on products, services, sale processing and payment process.

Support – a systematic customer support management that gives users a right to prioritize customer tickets, categorize, assign, process and clear queue in time without losing any.

Mail Manager – gives the facility to synchronise as many mail accounts at a single end point.

Asset/Card Scanner – keep yours or customer’s business cards or related information digitized here.

Live Tracking – allows admin to view team/user’s geo location.

Route Planner – give facility to admin to create a sale/project route and assign it to the respective team member

Time Tracker – calculates time spent by user

Settings – allows to edit the preferences and default arrangements of modules in CRM mobile app

Updated on October 1, 2021

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