Deal module

         Add Deal

1. Navigate to the pipeline view from the main dashboard.
2. In the top right corner of the pipeline view, click on the +Deal button.
   

3. Fill in the appropriate details such as deal Title, Pipeline, Stage, Won Reason, Lost Reason, Expected Close Date, Primary Contact, Related Contacts, Company, Deal Value, and Sales Owner.
4. Click the Save option to add a new deal to your system.
   
   

2. 
            Add Pipeline/Stage

1. Click on the General option from the pipeline view, and select Manage from the drop-down menu.
   
   
   

2. To add a new pipeline and stage, you need to provide the Pipeline Name, Deals rot after, Stage Name, and Stage Probability.
3. Click the Save option to confirm and create the new pipeline or stage.

3. 
          Create Filters

1. Open the relevant view where you want to apply filters.
2. Locate the filter icon at the top of the view and click on it.
3. Select the module where you want to apply the filter.
4. Choose your filter criteria, such as date range, status, owner, custom fields, or tags.
   
   
   

5. Select the specific criteria that match your needs. You can combine multiple criteria for a more refined search.
6. Click the Apply button to filter your data.
7. If necessary, click Save View to save your filter settings for future use.
   
   

 Contact Module

4.    Add Contact

1. Open the contact module from the main menu.
2. Click on the +Contact button, at the top right corner of the screen.
   
   
   

3. Fill in the required fields such as First Name, Last Name, Emails, Phones, Company, Designation, and Sales Owner.
4. Add custom fields if needed.
5. Click the Save button to add the new contact to your CRM.

5.   Manage Duplicates

1. Select Manage Duplicates by clicking the ellipsis at the top-right corner.
   
   
   

2. Search for duplicate contacts using criteria like name, email, or phone number.
3. Review the list of potential duplicates.
4. Select the duplicates you want to merge and combine them into a single contact record.
5. Click Merge to save the changes.

Company Module

6.   Add Company

1. Navigate to the company module from the main menu.
2. Click on the +Company button, typically at the top right corner.
   
   
   
   
   

3. Enter details such as Company Name, Website, Address, and Sales Owner.
4. Include any additional information or custom fields if required.
5. Click Save to add the company to your CRM.

7.   Bulk Action

1. Select the companies you want to perform a bulk action on by checking the boxes beside them.
   
   
   

2. Choose the desired action from the available options, such as Send Email, Add Activity, Assign Owner, Update Field, Add Tags, Remove Tags, Export, and Delete.
3. Confirm the action to apply it to the selected companies.
   
   

Activity Module

8.  Add Activity

1. Go to the Activity module in the main menu.
2. Click on the +Activity button, located at the top right corner.
   
   
   

3. Enter the necessary details, such as activity Title, Type, Date and time, Availability, Reminder, Priority, Sales Owner, Collaborators, and Private Note.
4. Link the activity to the relevant Deal, Contact, and Company.
5. Click Save to add the new activity to your CRM.

9. Sort Options

1. Locate the filter options for Task Type, Due Date, and Status.
2. Click the Task Type dropdown and check the boxes beside the types you want, like Call, Mail, Meetings, Tasks, Lunch, and Demo.
   
   
   
   
3. Click on the Due Date dropdown and select your preferred criteria, such as Today, Tomorrow, This week, Last week, This month, Last month, and Between (the date range).
   
4. Click the Status dropdown and choose the statuses you want to filter by, such as Pending, Completed, and Overdue.
   
5. Apply the filters to view tasks that match the selected criteria.
   

Synchronization

1. Open the Admin Settings.
   
2. Click on Email Sync, Calendar Sync, or Contact Sync.
3. Select your email provider, such as Gmail or Outlook, and connect your email account.
   
   
   

4. Choose your account and accept the security terms.
5. Click Sync to synchronize your data.

Add User 

1. Open the Admin Settings.
2. Click on +User.
   
   

3. Enter the new user’s information, including First Name, Last Name, Job Title, Email, Phone, Reporting Manager, Pipeline, Teams, and Role.
4. Set the permissions and access levels for the users.
5. Click Save to add the new user to your CRM system.