Please see the Front end demo here
- Colorful Dashboard with shortcuts for all controllers .
- Reminder by sales persons.
Lead Reports in Dashboard:
- Past lead reports generated as Yesterday Lead Report and Week Lead Report displayed by country and category.
List of leads in back end:
- Status History Icon : Press that icon to see the status update.
- Here, status of each and every lead will be displayed with the sales person detail and date.
- Pick Up Icon: By clicking the pick up icon in lead sheet, the project will be processed.
- After pick up the lead email notifictation has been send to the user.
- Document Icon: The icon is the notification for the lead have document.If you press this button it will display the particular lead document in document controller.
- Statistics:Statistics to track client leads details based in the salesperson & country,weightage & status, date.
- It shows weekly statistics.
- There is another option is applicable, that is display statistics based on the Sales persons who handles how many leads.
- Custom Field: Generated Custom Fields are display with field type and preview of the field.
- Create new custom field with any type by select the field type in 'Field type' drop down.Set the field as mandatory or not by set the yes or no radio button.
- Set the System configuration : Navigate to global options by select Components=>JEXTN Lead Management System and then click options on the right side, it will shown many options to configure.
- Settings used to set the footer text and captcha are shown or not and give the type of file.
- User Form Settings used to settings that will be applied to User form in the front end by default.
- Back End Settings used to set the mail has to be send or not and the report listed by country or category in dashboar