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.

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.