CRM v2.0

Users Manual for Agent

 

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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

 

image046.jpg

 

 

 

 

 

 

 

 

 

 

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