offusermanual

Robeeta Office - User Manual

1. Introduction
- 1.1 Purpose and Scope
2. Sign In
3. Dashboard
4. Admin
- 4.1 Manage Policy Group
- 4.2 Manage Policy
- 4.3 Manage Organization
- 4.4 Add User
- 4.5 Manage User
5. Sale Lead
- 5.1 Dashboard
- 5.2 Master
- 5.3 Custom Field
- 5.4 Add Sale Lead
- 5.5 Bulk Sale Lead
- 5.6 Manage Sale Lead
- 5.7 Owner Sale Lead
- 5.8 Overdue Sale Lead
- 5.9 Product Summary
6. Task
- 6.1 Dashboard
- 6.2 Master
- 6.3 Add Task
- 6.4 Manage Task
- 6.5 Owned Task
- 6.6 Assigned Task
- 6.7 Task Summary
- 6.8 Task Performance
7. Time Office
- 7.1 Dashboard
- 7.2 Master
- 7.3 Add Telegram Configuration
- 7.4 Manage Telegram Configuration
- 7.5 Add Vehicle
- 7.6 Manage Vehicle
- 7.7 Add Visitor
- 7.8 Manage Visitor
- 7.9 Add Upcoming Visit
- 7.10 Manage Upcoming Visit
- 7.11 Telegram Bot Verification
8. FAQ

FAQ

Q: Can the owner view all the sales leads created by users?

A: Yes

Q: Is it possible to design a chart based on closed leads from users?

A: No, instead you can view the sale lead summary

Q: Can disabled users login to Robeeta Office?

A: Unfortunately, no.

Q: Is it possible to replace a user who leaves the organization with a new one?

A: No.