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
Go to Sales Management > tap on Customers to access Manage Customers / Targets
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 -
Then, access Sales Management > Customers
