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

2. New registration page

*required field

3. Main page after log in

4. Component of menu

5. My Profile -> Agent Information

6. My Profile -> Agent Edit

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

14. My Clients -> Holidays

15. My Clients -> Newsletters

16. CRM Library -> Personal Days

17. CRM Library -> Holidays

18. CRM Library -> Newsletters