CONFIGURATION SETTINGS

Table of Content

    To Change/Edit Configurations setting, follow the below steps:-

    • Login to admin panel
    • Click on Configurations

    It will show you eight sub menu as follows:-

    1) Category :- With this option , you can add , edit & delete category.

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

    After Entering category name , click on ‘Save’ button.

    (b). Edit:- Click here to edit any existing category. It will navigate you to the other page, titled ‘Edit Category’. Edit details as follow:-

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

    (c). Delete:- Select desired Category to delete & Click here to delete the existing Category.

    2) Product:- With this option , you can add , edit & delete products.

    (a). Add New Product:- Click here to Add a New Product , enter the required fields as follow:-

    Select the Category and  enter the Product name , click on ” Save ” button.

    (b). Edit Product:- Click here to edit any existing product. It will navigate you to the other page, titled ‘Edit product’. Edit details as follow:-

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

    (c). Delete:- Select desired Product to delete & Click here to delete the existing Product.

    3). Source: – With this option , you can locate the actual source from where the lead is generated . Yo can add , edit and delete source as shown below :-

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

    Enter the source name  and click on ‘Save’ button.

    (b). Edit Source:- Click here to edit any existing source. It will navigate you to the other page, titled ‘Edit Source’. Edit details as follow:-

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

    (c). Delete:- Select desired source to delete & Click here to delete the existing source.

    4). Type: – With this option , you.can add , edit and delete type as shown below :-

    (a). Add New Type:- Click here to Add a New Type , enter the required fields as follow:-

    Enter the type name  and click on ‘Save’ button.

    (b). Edit Type:- Click here to edit any existing type. It will navigate you to the other page, titled ‘Edit Type’. Edit details as follow:-

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

    (c). Delete:- Select desired Type to delete & Click here to delete the existing Type.

    5). Status: – With this option , you can mention status on the leads (eg. close , dead , in process etc.) We can add , edit and delete the status.

    (a). Add New Status:- Click here to Add a New Status , enter the required fields as follow:-

    Enter the status name and choose the color of the lead. Click on the ‘Save’ button.

    (b). Edit Status:- Click here to edit any existing status. It will navigate you to the other page, titled ‘Edit Status’. Edit details as follow:-

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

    (c). Delete:- Select desired Status to delete & Click here to delete the existing Status.

    6). E-mail Settings: – Select the email type between the local host and SMTP , and click on ‘ Save Settings’ button.

    7). Site Settings :- With this option , you can change various below mentioned options being used in site.

    a) Full Name: – Enter the desired name.

    b) Middle Name :- Enter the middle name.

    c) Last Name :- Enter the desired last name.

    d) Address :- Enter the desired address.

    e) City :- Enter the city name.

    f) Facebook: – Enter the Facebook link.

    g) Twitter :- Enter the twitter link

    h) Company Name :- Enter the company name.

    i) Phone / Mobile :- Enter the desired phone / mobile number.

    j) Company phone / Mobile: – Enter the company phone / mobile number.

    k) Company Facebook :- Enter the company Facebook link.

    l) Company Twitter :- Enter the company twitter link.

    m) Company Trade :- Enter the company trade

    n) Remark :- If any remark , mention it.

    o) Customization :- Enter the customization details.

    After entering all the required fields , click on the ‘ Save ‘ button.

    8) , General :- On clicking this option , you’ll be navigated to the other page named ‘Configuration Options’ , where you can make the necessary changes as shown below:-

    a) Name of Site name :- Enter the desired site name.

    b) Name of the Organisation: – Enter the organisation name.

    c) Domain name :- Enter the desired domain name.

    d) Organisation Email :- Enter the email of the organisation.

    e) Time Zone :- Enter the Time Zone

    f) Currency :- Enter the currency

    g) Date format: – Enter the format for date.

    h) Reminder :- Enter the number of reminders required.

    i) Translation: – Put a tick on the Translation check box.

    After entering the above details ,click on the ‘Save’ button.

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