ADMIN PANEL

Table of Content

    HOW TO ADD A NEW DEAL

    To Add a New Deal, follow the below steps:-

    • Login to admin panel
    • Go to Deals

    It will navigate you to the other page ,titled ‘Deals’. It shows 4 tabs as follows:-

    (1). Add New Deal :- Click here to Add a New Deal , Enter the required fields as follow:-

    • Deal On :- Select from the drop down list
    • Deal For :-  Select from the drop down list the type of property
    • Available For :- Select from drop down list whether its available for lease/rent..etc
    • Property Name :- Select the name of the property from the drop down list
    • Invoice # :- It will be automatically generated
    • Invoice Date :- Choose the invoice date
    • Booking Amount :- mention the booking amount of the property
    • Area :- It will be automatically generated when you select property name
    • Amount :- It will be automatically generated when you select property name
    • Discount :- Mention the amount for discount
    • Payment Plan :- Select the payment plan i.e the number of installments and the time period whether is annually/half yearly/quarterly..etc
    • Agent if any :- Select agent from the drop down list if there is any agent
    • Comments/Remarks :- Mention the comment if you want

    After Entering all the details Click on ‘Save’ button.


    (2). Delete :- Select the desired Deal to delete.


    (3) Print :- Select the Desired Deal to Print


    (4) Action :-  Click on action tab and it will show 7 more options as follows :

    (a) Show Payment Plan :- Click here to check the payment plan which appears as follows:

    • Edit :- Click here to edit any deal
    • Back to Deal :- Click here to get  back to deal

    (b) Make Payment :- Click here to add payment details which appears as follows:

    • Name
    • Amount
    • Extra/Late amount
    • Tax
    • Taxable Amount
    • Payable Amount
    • Payment Type
    • Payment Date
    • Transaction Reference

    After Entering all the details Click on ‘Save’ button.

    (c) Show Payment :- Click here to check the details regarding the payments that have been made.

    (d) Print Invoice :-  Click here to print the invoice

    (e) View :-  Click here to view the details of deal

    (f) Edit :- Click here to edit the deal

    (g) Delete :- Click here to delete the deal

    HOW TO ADD/DELETE A LEAD

    To Add a New Lead, follow the below steps:-

    •   Login to admin panel
    •   Go to Leads

    It will navigate you to the other page, titled ‘Leads’. It shows two tabs as follows:-

    1. Add New Lead – Click here to Add a New Lead , Enter all the required fields as follow:-

       I. Lead Information :- Here you have to enter all the personal details related to the lead

     

    • Full Name :- Enter the name of the contact to be saved.
    • Email :- Enter the email of the contact.
    • Phone / Mobile :- Enter the mobile number of the contact.
    • Address :- Enter the address of the contact
    • Country :- Enter the country.
    • State: – Enter the name of the state
    • City :- Enter the city name

    II.Product Details :- Here you can add all the details regarding the product

    • Inquiry For :- Select the product for which the inquiry id raised.
    • Cost :- Enter the cost of the product
    • Status: – Select the status of the product.
    • Type :- Select the type of the product.
    • Follow Up Date: – Enter the follow up date.
    • Follow up type :- Enter the followup type whether its call ,email, by meeting or any other way.
    • Remark: – If required enter any details about the product.
    • Source: – Select the source.
    • Customization :- Enter the product details.

    III. Company Details :- Here you can enter all the details regarding the company

    • Company name :- Enter the name of the company
    • Company website :-  Enter the website link of the company
    • Company Phone/Mobile :- Enter the contact number of the company
    • Company E-Mail :- Enter the email id of the company
    • Company Facebook :- Enter the Facebook link of the company
    • Company Twitter :- Enter the twitter link of the company
    • Company Trade :- Enter the company trade link of the company detail

    After entering the above details , click on ” Save “ button.

    2. Delete :- Select any lead and click here to delete that lead.

    HOW TO ADD NEW USER / EDIT / DELETE / ASSIGN RIGHTS TO THEM

    To Add a New User, follow the below steps:-

    • Login to admin panel
    • Go to Users

    It will navigate you to the other page ,titled ‘Users’. It shows four tabs as follows:-

    (1). Add New User– Click here to Add a New User, Enter the required fields as follow:-

    a) User Level :- Select the level of the user from the list.

    b) Username :- Enter the desired username.

    c) Password :- Enter the desired password.

    d) Product :- Select the product.

    e) Name :- Enter the name of the user.

    f) E-mail :- Enter the e-mail id of the user.

    g) Mobile :- Enter the mobile number.

    After Entering all the details Click on ‘Save’ button.

    2. Edit User– Click here to edit any existing user. It will navigate you to the other page, titled ‘Edit Users’. Edit details as follow:-

    Edit the existing User Details and Click on ‘Update’ button.

    3. Delete– Select desired User to delete & Click here to delete the existing User.

    4. Assign Form Rights– Click here when you want to assign permissions to the user or restrictions for using some options. It will navigate you to the other page, titled ‘Level Users’. It shows three tabs as follows:-

    (a). Add New Level– Click here to add new level to assign.
    It will navigate you to the other page, titled ‘Add Level Users’. Enter the Level Name:-

    Click on ‘Save’ button.
    After adding the new level Click on ‘Set Permission’ button, It shows two options as follows:-

    (b). Delete– Select desired level to delete & Click here to delete existing level.

    (c). Back to Users– Click here to go back on ‘Users‘.

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