Advance CRM Portal

Main Features

• Create New Leads / Customer
• View and Track leads
• Edit / Update leads
• Update the progress in real time
• All own leads
• Any time update
• Fully integrated with backend

Configuration

• Make sure the employee is linked with the user; check and confirm.
• Go to Employee -> open profile -> HR Settings tab.
• In the user field, select the user.

• Next go to Settings --> Users & Companies --> click on Groups .
• Search or select the Group ['Custom Portal - CRM Access'] and click to open.
• Add users in the order line .

Now the Employee/User can see CRM Leads Menus/App on Portal

Click to Open

After clicking by default User will view their Leads

Create new lead by clicking on the top right button Create New Lead

To View OR Edit click on the icon in each lead record

Filters

My Leads

Create New Lead

View Lead

Edit Lead

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