How to Navigate
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How to Navigate

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Article summary

The Sales Pipeline Management System has five main navigations. They are:

  • Dashboard
  • Sales
  • Contact
  • Import
  • Export

Dashboard

The first landing page of the SPM is the 'Dashboard' main navigation. It includes 'Tiles,' 'Workflow,' 'Donut Chart,' and 'Sales Trend' with various filter options.

Sales

Sales redirects to the 'Sales' directory that consists of the details of the potential sales that were qualified from the LTS application. It allows users to filter the sales and allows users to redirect to the sales detail. Also, it allows users to add new sales directly from the add icon.

Contact

'Contact' redirects users to the 'Contact' directory. It displays the contact details of the sales.

Import

'Import' redirects users to the 'Import' page. Users can import the sales records as per their requirements.

Export

'Export' redirects users to the 'Export' page. Users can export the sales records as per their requirements.


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