CRM Features of the CRM Module Lead Management Creating a New Opportunity from a Lead Creating a Quotation My Activity Management Schedule Activities Lead Enrichment Lead Mining Sales Team Management Customers Some Features in the CRM Settings Menu Reporting in CRM

Sales Products Product Variants & Attributes Pricelists Discounts, Loyalty & Gift Card Customers Sales Team Quotation Sales Order Invoices Quotation Template Units of Measure Tags Shipping Methods Sales Analysis

Purchase Vendor Management Vendor Pricelist Request for Quotation Purchase Management Vendor Bills Purchase Agreement Purchase Analysis

Inventory Product Variants & Attributes Product Categories Product Packaging Product Traceability Inventory Operations Transfers Warehouse Management Locations Rules and Routes Storage Categories Putaway Rules Replenishment Inventory Adjustments Inventory Adjustments Scrap Management Landed Costs Reordering Rules Shipping Method Signature Email Confirmation SMS Confirmation Advanced Scheduling Reception Report Consignment Reporting

Invoicing Configuration Panel Customer Invoices Sending Invoice Register Payment Credit Notes Vendor Bill Cutoff Journal Employee Expenses Payment Terms Incoterms Add a Bank Account Reconciliation Models Charts of Accounts Taxes Journals Journal Entries Currencies Fiscal Position Payments Cash Rounding Methods Storno Accounting Sales Credit Limit

POS Orders Products Product Variants Attributes Pricelists Payment Methods Dashboard Discount and Loyalty Gift Cards Settings Reporting

Website New Feature Multiple Website Management Multiple Language Management Web Page Designing Blogs Courses Forum Posts Job Position LiveChat Widget Menu Editor Page Properties Optimize SEO Link Tracker HTML/CSS Editor Order Management Unpaid Orders Abandoned Carts Customers Product Management Pricelists eCommerce Categories Attributes Discount & Loyalty Gift cards & eWallet Payment Provider Shipping Methods Settings Reporting

Manufacturing Operations Bill of Materials Work Orders Scrap Orders Product Management

Maintenance Types of Maintenance Management Create Equipment for Maintenance Configuration Create Maintenance Teams Send a Maintenance Request Maintenance Calendar Reporting

Repair No Invoice Before Repair After Repair Repair Orders Tags Repair Orders Tags

Recruitment Refuse Reasons Department Activity Types Recruitment Analysis

Employee Contracts Departments Skills Tags Job Positions Work Locations Departure Reason Badges Challenges Goals History Reporting

Attendance Kiosk Mode Attendances Overview Configuration

Time-Off Overview My Time Off Approvals Configuration Reporting

Expenses My Reports Expense Categories Reporting

Lunch Vendors Location Manager Lunch Alerts

Fleet Management Contracts Services Odometers Manufactures Vehicle Models Model Category Service Types Vehicle Tags Reporting

Project Management My Task Invoicing a Project Project Stages Tags Reporting

Email Marketing Mailing Lists Mailing List Contact Campaign Link Tracker Favorite Filters

SMS Marketing Mailing Lists Reporting Configuration

Discuss How to create New channels in Discuss App How to create new Direct Messages How to Start Meetings in Discuss App

Contact Contact Tags Contact Titles Bank

E-Learning Creating New Courses Description Tab Options Tab Karma Tab Mail Body Tab Settings Tab Creating New Contents Creating New Content Description Tab Manage and Create Certifications Questions Tab Options Tab Description Tab Forum Creating New Forum Karma Gains Tab Forum Posts Reporting in E-learning Courses Contents Revenues Attendees Reviews Quizzes Configuration Settings

Events Event Tracks Events Configurations Events Reporting

Dashboard Sales Dashboard Finance Dashboard Logistics Dashboard Project Dashboard Configuring Dashboards