CLIENTS

Upon clicking Company App/Partner App in Admin App, the user will be redirected to Primary Tab as shown below.

1. Clients

In this Tab, we can view the details of Client, Start Date, End Date, Status, Potential & Description in the column wise as shown in the above snapshot.

To Add a client, Click on this icon placed on the top right corner of the Clients page.

Upon clicking on that icon, we receive a pop-up to fill in the Clients details as shown below. Under the create client pop-up, we've fields like- Business, Status Drop-Down, Potential Drop-Down, Start Date, End Date and Description.

Note-

In order to add client details, we shall first add the Industry and then Business details. After updating those details, we’ll be able to fill in the details in client form.

Once the details are filled and submitted, will receive a snack-bar stating “Client added successfully”.

To Edit the client details, Hover the cursor on that respective client thread and click on this icon placed on the top right corner as shown in the snapshot below.

Upon clicking on the edit icon, we'll get an edit pop-up. Here the business field will be greyed out and rest of the other fields are editable.

Once the changes are made and clicked on submit button, we'll receive a snack-bar stating "Client updated successfully".

To Duplicate the client details, Hover the cursor on that respective client thread and click on this icon placed on the top right corner as shown in the snapshot below.

Change the Business details alongside rest of the other fields details as per the user requirement and click on submit button. Once submitted, we receive a snack-bar notification stating "Client duplicate successfully".

2. Businesses

In this Tab, we can view the details of Business, Country, Location, Industry, Revenue & Workforce in the column wise as shown in the below snapshot.

To Add a Business, Click on this icon placed on the top right corner on the Business page. Upon clicking on it, it gives Add business page as shown below. Over this Page we have the fields such as- Display name, Registered name, Address 1 & 2, Country, State, City, Zipcode, Website, Email, Phone Number, Branches, Revenue, Workforce, Industry, Technologies, Description etc.

Note-

Inorder to add business details, we shall first add the industry details. After updating those details, we’ll be able to fill in the details in business form.
Contact Number Field: If the Business is in one country and the usage of the phone number is in another country, then the admin user can able to add the other country phone number just by clicking over the country pad over the Contact Number field.

Fill in the respective fields and click on the Submit button. After submitting the business details, we receive a snack-bar notification stating “Added business successfully”.

To Edit the business details, hover the cursor to that respective business and click on this icon placed on the right corner as shown below.

After clicking on it, the edit business page appears.

Upon editing the details and submitted, we receive a snack-bar notification stating “Updated business successfully”.

To Duplicate the business details, hover the cursor to that respective business and click on this icon placed on the right corner as shown in the below snapshot.

After clicking on the icon, a duplicate business page will appear.

Once altered the details and submitted, we receive a snack-bar notification stating “Duplicated business successfully”.

3. Contacts

In this Tab, we can add up the contact details of the respective affiliates, partners etc herein.

To Add the contact, click on this icon placed on the top right corner of the contacts page. Upon clicking on it, it gives a pop-up as shown below.

Fill in the details over the fields- User first and last name, Title, Business, Business Email and phone number, Personal Email and phone number, Location and industries, Technologies etc. and click on the submit button. After submitting the details, we’ll receive a snack-bar confirmation stating “Added contact successfully”.

Note-

The user can edit and duplicate any of the contacts respectively by hovering the cursor over that particular contact and click on this icon placed on the right corner side for editing the contact details and click on this icon to duplicate the contact details.

4. Settings

In this Tab, we can view the Industries tab as shown below. Under the industries tab we’ve Code, Name & Description in the column wise.

To Add industry information, click on this icon placed on the top right corner. Upon clicking on it, it gives a pop-up as shown below.

Fill in the required details (i.e, Code, Name, Industries & Description) and click on submit button. Once clicked on the submit button, we receive a snack-bar notification stating “Added industry successfully”.