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

Owner Sale Lead

Leads created by the user will be managed here.

Follow these steps to manage owner sales leads:

From the “Sales” menu, select “Owner Sale Lead”.
Listed here are your owned leads with “Search” and “Edit” functionality.
By clicking the “Edit” icon, you can edit your own lead details.
Using the “Edit Sale Lead” page, you can extend the due date, change the assigned name, and change the status of the sale lead then hit “Update” to save changes.
Search for a specific lead by entering some of the details and clicking “Search”.

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