CRM solo

User Interface

The main page is divided into three parts - top navigation, side menu, and main area.

( 1 ) Top Navigation - the top navigation contains tabs to display content in the Main Area.

( 2 ) Side Menu - the side menu is always visible and available for your use. Use the side menu to navigate through the CRM, including a dashboard with an overview of your business, CRM pages, Projects pages, Sales pages, and more.

( 3 ) Main Area - The main area is updating as you choose actions either from the top menu or from the side menu. The main area is where your content is displayed and where you perform actions.

Top Navigation

The top navigation includes tabs and quick actions you can perform on any screen.

Side Menu

The side menu divided into several parts, and each one includes details on a specific topic:

  • Find - Choosing ‘find’ will update the main area and allow you to search through the CRM.
  • Calendar - Choosing ‘calendar’ will update the main area to show your events in a calendar view.
  • Dashboard - Choosing ‘dashboard’ will give you a snapshot of your business with an option to deep dive to relevant sections.
  • CRM - Choosing 'CRM' will update the main area to allow you to manage your CRM details, choose what will be the startup screen, create companies, and more.
  • Calls - Choosing 'Calls' will update the main area to show your calls history, allow you to add new calls, etc.
  • Emails - Choosing 'Emails' will update the main area to show your emails, add new, filter based on email status, define signature and templates, and more.
  • Leads - Choosing 'Leads' will update the main area to show your leads, add new, filter leads based on their status, and more.
  • Meetings - Choosing 'Meetings' will update the main area to show your meetings, add new, and more.
  • Projects - Choosing 'Projects' will update the main area to show your projects, add new, define a project type, checklists, and more.
  • Events - Choosing 'Events' will update the main area to show your events, add new, define event types, and more.
  • Gear - Choosing 'Gear' will update the main area to show your gear, add new, define kits, and more.
  • Tasks - Choosing 'Tasks' will update the main area to show your tasks, add new, and more.
  • Venues - Choosing 'Venues' will update the main area to show your venues, add new, and more.
  • Sales - Choosing 'Sales' will update the main area to show your sales forecasting, funnel and companies, and more.
  • Articles - Choosing 'Articles' will update the main area to show your articles, add new, add suppliers, and more.
  • Contracts - Choosing 'Contracts' will update the main area to show the details of your contracts, create contracts templates, add new, and more.
  • Deals - Choosing 'Deals' will update the main area to show your deals list, add new, and more.
  • Estimates - Choosing 'Estimates' will update the main area to show the details of your estimations, add new, and more.
  • Invoices - Choosing 'Invoices' will update the main area to show your invoices, add new, and more.
  • Products - Choosing ‘Products’ will update the main area to show your products, add new, connect a product to articles, and more.
  • Support - Choosing 'Support' will update the main area to show your support tickets, add a new ticket, and more.
  • Notes - Choosing 'Notes' will update the main area to show your notes, add new, and more.
  • Tags - Choosing 'Tags' will update the main area to show your tags, add new, and more.
  • Tickets - Choosing 'Tickets' will update the main area to show your tickets, add a new ticket, and more.
  • Websites - Choosing 'Websites' will update the main area to show your websites, add new, and more.
  • Timesheets - Choosing 'Timesheets' will update the main area to show your timesheet, add new, and more.
  • Today - Choosing 'Today' will update the main area to show you what you have to do today.

Main Area

The main area displays the selected item from either the top navigation or from the side menu.
The startup screen is set to ‘today’ by default and can be customised through the ‘settings’ tab under the ‘CRM’ option in the side menu.

Tables
The details of your calls, emails, etc. presented on the main page as a table. The table has various abilities, including search, filter, order ascending or descending based on each column, hiding columns, and more.

To control the order of columns and control their visibility, start by clicking on the required column.

Click on Hide column to hide the selected column, and choose between Ascending and Descending options to change the order.

To move columns, click and drag them.

Above the table, you will find a quick add button (1), a contextual filter that its values updated to the displayed table (2), a search option (3), and an option to alter the Form view to a database Table view (4), from which you can import and export mass entries.