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Marketing:
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New Project:
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Add the new Projects only the Sales and Admin Level
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View Project:
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View All the Projects and Edit option will help to modify the project data and update it
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New Group:
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Admin can assign the projects in groups and group can be assigned with more than one project
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View Group:
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Group can view the assigned projects and Edit option will help to modify the project data and update it
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New Assigning Projects:
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Admin can assign the projects to multiple Sales Executive
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View Assigning Projects:
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List the Assigned Sales Executive and Edit option will help to modify the project data and update it
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Add Activities:
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User can enter the daily activities
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View Activities:
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Display the project list with feedback and view the entire activity of the project
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Add Appointment:
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Appointments can be added based on the schedule / date for the projects.
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View Appointment:
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View the project appointment details and Edit option helps to modify and update the details and view month wise and today appointment details.
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Reports:
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List of project by vertical.
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List of project by Sales Executive.
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Activity report for a Particular project by Specified date.
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Activity report for a Sales Executive by Specified date.
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List the project by Architect, PMC, and Civil Contractor.
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Search Project,Project Status,Today Activities.
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| Other Modules: |
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Sales |
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Sales Forecasting |
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Order
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Material
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CSE
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CAD
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Stores
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Admin
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