Logout

Click on the Logout menu on the bottom left pane of the window to log out from the application. 

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CRM

Click on the CRM menu on the left panel of the window to manage the lead capture page and it consists of the following menu. Dashboard Add Lead View Lead Graph    

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Dashboard

Click on Dashboard sub-menu to view the total ongoing, accepted, rejected leads. It also displays your current follow up, missed follow up, recent lead information details. There are four icons under the following fields Edit Lead Add followup Next followup date View lead Edit Lead Click on the Edit Lead icon to edit the lead […]

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Add lead

Click on Add Lead sub-menu to add the lead information Add the following details of the lead *First Name: Add the first name of the lead *Last Name: Enter the last name of the lead *Email id: Enter the email id *Skype ID: Enter the skype id. *Mobile No: Enter the mobile number *Country: Enter […]

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View Lead

Click on View Lead sub-menu to view the lead information by using the filter options Enter the following options to filter and view the leads *Search Tag: Enter any one of the keywords (first name, last name, skype id, email id, mobile number) *Lead added from date: Enter the from date, the lead added to […]

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Graph

Click on Graph sub-menu to view the graphical representation of the number of  accepted, rejected and ongoing leads for the current month and the current year  

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Support Center

Click on the Support Center menu on the left panel of the window to create the ticket. My Tickets Click on My Tickets tab as shown in the below screenshot. Enter the following details as shown in the above screenshot.  Ticket ID: Enter the ticket ID from dropdown. Category: Select the category from dropdown. Priority: […]

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Tools

Click on the Tools menu on the left panel of the window. It consists of the following sub-menus. Replication Site Download materials News FAQs    

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Replication Site

Click on the replication site submenu to configure the replication site. Choose the file to upload the Top banner as shown in the below screenshot. Click on the upload button to upload the banner and the message “Top banner updated successfully”  

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Download Materials

Click on the Download Materials sub-menu to download the materials as shown in the below screenshot.  Click on the download button as marked in the above screenshot to download the material.    

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