Telecalling- Lead Summary and Sales Person- Lead Summary Dashboard in Mobile App
Telecalling- Lead Summary and Sales Person- Lead Summary Dashboard in Mobile App ( Below we have mentioned the configuration process )
Step 1:- Open the ERP Store and Install the Patch No:- 5005
Step 2:- Go to the ERP Admin Module and open the Dashboard form, after opening the dashboard form select the module name Pre Sales in the module name field. Insert the line and add these below mentioned Six dashboard entries and save.
You can take 16 server reference for these dashboard entries. We have added these dashboard entries in that server.
After completing this process you will see this dashboard in ERP and In Mobile app like this