Access Manage Customers

To access the Manage Customers / Prospects , your login account must be assigned to one of the following roles:

  • Super Administrator
  • Administrator
  • Boss
  • Sales Administrator
  • Sales Manager
  • Sales Person

Access My Tasks by one of the following options:

  • Option 1 : Tap on the icon  at the Menu bar
  • Option 2 : On the Home page, swipe to the left

Step1: Go to Sales Management > tap on Customers to access Manage Customers / Targets

Step 2: At the Customers screen, you can view the list of customers and manage customers

To access the Customer management , your login account must be assigned to one of the following roles:

  • Super Administrator
  • Administrator
  • Boss
  • Sales Admin
  • Sales Manager
  • Sale Person

You access My task by Click the icon on the menu bar

Step 1: Then, access Sales Management > Customers

Step 2: At the Customers screen, you can view the list of customers and manage customers