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

Product Summary

A summary of all products based on status can be found here

Follow these steps to view the product summary:

From the “Sales” menu, select “Product Summary”.
In this section, you can view the summary with “Search” and “Export Excel” functionality.
To get the summary of all products in an easy-to-view spreadsheet, tap on the "Export Excel" button.
To search for a particular product summary, select the product name or choose a date range and click "Search" to get results.

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