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Modules list - Coggle Diagram
Modules list
Lead Management
My leads
Add Lead
Delete/update/import lead
View lead
Lead status
Client Management
Add
View
Add sale entry
Update
Select Investment plans
User Management
Add User
Assign Roles
Add/update/delete
Follow up
Add
View
update
Reports Management
Tat Reports
Sale Report
Follow up report
Birthday Wish
Add
Notify User
Lead Assignment
Assign lead
Sales guy name
Tat reconciliation
View request
Future Reminder
Add / view / update
Task Management
Add /view / Assign