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3.Planner

Dashboard

  • Planner dashboard will be shown as below image:


  • Click on the left side Menu List → Click on Planner → Click on Lead Calendar + .


  • For Lead Details tab form will get open as per the below image & fill required details .

    1.Lead Title For: Enter the Lead title.
    2.Lead Date: Select date.
    3.Lead Status: Select Lead status using dropdown.
    4.Lead Priority: Select Lead priority using dropdown.
    5.Lead Source: Select Lead Source using dropdown.
    6.Lead Type: Select Lead type using dropdown.
    7.Enquiry Type: Select Enquiry type using dropdown.
    8.Group: Select Group.
    9.Marketing Campaign: Enter the Marketing campaign.
    10.Marketing Source: Select the Marketing Source using dropdown.
    11.Remarks: Enter the Remarks.
    12.Lead Year: Select Year.
    13.Net Amount: Enter the Net Amount

  • Click on the Company Details tab form will open as per the below image & fill required details.

    1.Existing Client/Company: Select Client/Company using dropdown.
    2.New Client/Company: Enter the Client/Company.
    3.Email: Enter the Email id.
    4.Mobile: Enter the Mobile no.

  • Click on the More tab form will open as per the below image & fill required details.

    1.Delivery Due On: Select Delivery date.
    2.Manager: Select Manager using dropdown.
    3.Open By: Select Open by using dropdown.
    4.Assigned To: Select Assigned to using dropdown.
    5.Tags: Enter the tags.
    6.Enquiry Details: Enter the Enquiry details.
  • After filling all the mandatory fields click on the Submit button.
  • On click of submitting, the new planner will be added to the Calendar.
  • Added Planner is displayed in the Calendar.
  • 3.2.Step to Add Staff Birthday

  • Click on the Staff Birthdays + Create Staff form will get open as per the below image.
  • For staff form will get open as per the below image & fill required details .



  • Enter all the required details.
    1.Name: Enter the Contact name.
    2.Group: Select Group using dropdown.
    3.Company Type: Select Business type using dropdown.
    4.Category: Select Category using dropdown.
    5.Email: Enter the Email id.
    6.Mobile: Enter the Mobile no.
    7.PAN No: Enter the PAN no.
    8.GST No: Enter the GST no.
    9.Alternate Email: Enter the Alternate email id.
    10.Phone: Enter the Phone no.
    11.Website: Enter the Website.
    12.Fax: Enter the Fax.
    13.Owner: Enter the Owner.
    14.DOB: Enter the DOB.
    15.Tags: Enter the tags.
    16.Remarks: Enter the Remarks.
  • After filling all the mandatory fields click on the Submit button. After click on submit, the new planner will be added to the Calendar.
  • Added Planner is displayed in Calendar.

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