Different pages need different configurations This page help you to configure different set of pages.
Please add users/employees based on their roles and assign respective band manager and team.
With the lead stages property, you can segment your leads based on previous sales activities and prioritize your outreach.
with meeting types you can now further streamline your process with the ability to catalogue meetings by type directly within the meetings tool.
Create a product library of the goods you sell
Teams allows you to organize your users into groups for organizational and reporting purposes
The campaigns tool allows you to tag related marketing assets and content, so you can easily measure the effectiveness of your collective marketing efforts.
Training is developing in oneself or others, any skills or knowledge that relate to specific useful competencies
Please add document type and select its property and visisbility
Salary Bands (or Pay Ranges) are how you define the target pay for employees within Job Grades
A test or examination is an assessment intended to measure a test-taker's knowledge or skill
Add all current deals in listings of discounts, sales and special deals
A notification is a message or announcement that provide user with reminders, communication from other people
you can define different Loan Types, their Rate of Interest and other related information in the Loan Type
you can create Loans , their Rate of Interest and other related information in the Loan Type
Create a collection buckets for collections
With the bucket stages property, you can segment your loans based on previous sales activities and prioritize your outreach.
you can Add different Partner
you can Add different Connector
you can Add different Banker
you can Add different External Banks
you can Add different manufacturer
With Ticket types you can now further streamline your process with the ability to catalogue Tickets by type directly within the Ticket tool.
Here You Can Add The Lead Score .
Here You Can Delete Leads by Leadnumber Or Leadstage
Here You Can Add Api by Leadnumber Or Leadstage
Here You Can Activity Tpe By lead and deals meetings
Here You Can Telephony For telecaller
Here You Can Add Profile For
Here You Can Add Loan Forms For different types of customers
Here you can add the Loan section For loan Deatiles
you can Add and manage Schemes-rate here
Here you can add the Policy For loan Policy
Here you can add the loan forms For loan forms
Here you can add the workflow
Here you can add service level Agreement
Here you can add roles and set their permissions
Here You Can upload Bulk Contacts For telecaller
you can Add Asset Class here to manage and categorize Asset
you can Add Asset Type here to manage and categorize Asset
you can Add Asset Sub Type here to manage and categorize Asset
you can Add and manage warehouse here
you can Add and manage purchase order here
you can Add and manage escalation here