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

Sale Lead

In the Sale Lead Module, users can assign and track sale leads.
There are several features in Robeeta Office that simplify sales management.
This module includes Dashboard, Master and Sale Lead options.In this chapter, we will walk you through how to use the Sale Lead Module easily.
On the dashboard of the Admin Robeeta Console, click “Sale Lead” module to access sale lead management features.