Login as Admin

1. How to create users Add primary

supervisor Change passwordChange
user details.
2. How to Create Territory level
3. How to Add Currencies.
4. If Currency>1, then How to add exchange
rate.
5. How to Create Team Space.
6. How to add application to Team Space.
7. How to add members to Team Space and
Assign their roles.
8. How to create Assignment rules.
9. How to add Milestone.
10.
How to Add Email Details so that email
can be sent.
11.
How to add Starting of Financial year.
Done
Login as Sales Executive--->
1. How
2. How
3. How
4. How
5. How
6. How
7. How
8. How

to
to
to
to
to
to
to
to

add customer Account.

create Contacts within Account.
add Interactions.
create Lead.
create Opportunity.
add Movement.
add orders.
add Document.

Login as Offering Admin

1. How to add
Products/Services/packages.
2. How to add Payment Terms.

Login as Channel Manager

1. How to add Partner Account
2. How to assign Login credentials to
channel partner.
3. How to add Partner Details.
4. How to Refer Leads to Channel Partner
Login as Marketing Manager
1. How to create Marketing Event.
2. How to create lead from Marketing
Event.
3. How to add Expense for Marketing
Event.

Extra functionality beside above ones:1.

2.
3.
4.
5.
6.
7.
8.

How to add Technical Support Ticket

How to add Customer Support Ticket
How to add Follow-ups
How to add tasks.
How to set Targets for team members.
How to add achievements.
How to add Territories
How to transfer contacts/accounts/leads/opportunities to
other user (only Supervisor).