CRM v2.0
Users Manual for Agent
.
This CRM document shows step by step process for the agents.
Index
1. Log in page
001
002
2. New registration page
003
004
005
3. main page after log in
006
007
4. component of menu
008
009
010
011
012
013
014
015
016
017
5. My Profile -> Agent Information
6. My Profile -> Agent Edit
7. My Profile -> Change Password
8_1. My Clients -> Client Management
018
019
8_2. My Clients -> Client Management
020
021
022
8_3. My Clients -> Client Management
023
024
9. My Clients -> Client Management
-> Client EditCliebts' information edit
025
026
027
10. My Clients -> Client Management
-> Client EditPersonal days information edit
028
029
030
031
032
033
034
11. My Clients -> Client Management
-> Client EditNewsletters information edit
035
12. My Clients -> Client Management
-> Client EditNewsletters information edit
036
13. My Clients -> Personal Days
037
14. My Clients -> Holidays
038
15. My Clients -> Newsletters
039
16. CRM Library -> Personal Days
040
17. CRM Library -> Holidays
041
18. CRM Library -> Newsletters
042
1. Login Page
5. My Profile -> Agent Information
7. My Profile -> Change Password
8_1. My Clients
-> Client Management
8_2. My Clients
-> Client Management
8_3. My Clients
-> Client Management
9. My Clients
-> Client Management -> Client EditEdition for client's information
10. My Clients
-> Client Management -> Client EditEdition for personal days
11. My Clients
-> Client Management -> Client EditEdition for holidays
12. My Clients
-> Client Management -> Client EditEdition for newsletters
13. My Clients
-> Personal Days
16. CRM Library
-> Personal Days
18. CRM Library
-> Newsletters
