Quick reference to using your professional CRM. Read fast, scan sections, complete tasks effortlessly.
Dashboard
View your leads in a clear table (Admin: all, Sales: only your leads).
See key info: Name, Company, Status, Owner, Next Action date.
Click any row to open details for that lead.
Use the Add New Lead button (top right) to create a new entry.
Find leads quickly with search and filters above the table.
Table paginates automatically (10 leads per page).
If no leads, a friendly placeholder appears.
Name
Company
Status
Owner
Next Action
View
John Doe
Acme Ltd.
Warm
Sarah Smith
2024-07-20
Add New Lead
Add a new lead with all required fields: Name, Email, Phone, Address, Company, Product, Budget, Status, Owner, Next Action (plus owner & date).
Admins: pick Owner; Sales: Owner auto-filled.
Use dropdowns for Status and date/time pickers for scheduling.
Required fields marked with *.
Click Save Lead to finish.
To start over, use the Reset button.
If successful, you'll see a confirmation above the form.
Errors show just below the field that needs fixing.
Use the Back to Dashboard button at top to return.
Kanban Board
See all your leads grouped in columns: Fresh, Qualified, Warm, Closed, Cold.
Lead cards show: Name, Company, Product, Owner, Budget, and Next Action.
Drag any lead card to a new column to update its status.
Column headers are color-coded for easy scanning.
Floating button (bottom right) lets you quickly add a new lead.
On mobile, columns scroll horizontally.
Fresh
John Doe
Acme Ltd. | Product A
Next: 2024-07-20
Lead Details
See all details for any lead: full info, status, owner, contact & scheduling.
Tabs at the top: Meetings, Documents, Proposals, Activity Log.
Edit details: click Edit button next to title.
Meetings tab: see meeting timeline (names, dates, notes).
Documents tab: see/upload files for this lead (file table: name, size, uploaded on).
Proposals tab: placeholder for related proposals (coming soon).
Activity Log: timeline with color badges for actions, date, and who made changes.
Back button in top bar returns to Dashboard.
John Doe
Acme Ltd. Qualified
EditBack
Email
john@acme.com
Budget
$5000
Owner
Sarah Smith
Upcoming meeting: 2024-07-20 - Discuss Product A
Manage Products
Add new products above the product table: Name, Description, HSN Code, Category, Qty, Unit Cost, Total Cost.
Click Add Product to save.
Edit/delete products with icons in each table row.
If no products, see a simple graphic and No products added yet.
Table auto-paginates for easy browsing.
Product Name
Category
Qty
Total Cost
Edit
Delete
Product A
Electronics
10
$2000
User Management
Invite new users by entering email and selecting roles (Admin, Sales).
See and delete pending invitations in the list below.
View all users in a table: Name, Email, Roles.
Edit user roles quickly from the dropdown in each row.
Remove users with a single click on the red icon.
Page layout keeps sections tight and easy to follow.
Name
Email
Role
Edit
Remove
Sarah Smith
sarah@company.com
Admin
Moving Between Pages
Use sidebar/topbar menus to switch between main sections.
Dashboard lets you view leads, the Kanban Board gives you status-driven workflow, Lead Details for individual info and activity. Manage Products and Users pages are accessed as Admin.
Always look for clear action buttons and icons to go back, add, edit, or change views.