# Welcome to QuickAppFlow
## Overview
QuickAppFlow is an AI-Powered Low-Code platform that delivers business Hyper-automation at 20x lower cost.
You can achieve ROI on Day 1 of Deployment with QuickAppFlow's ready Business Applications. QuickAppFlow’s AI-powered process automation allows you to build Intelligent Processes.
# Field Sales
A field sales app is essential for modern businesses to streamline their sales processes, improve customer relationships, boost sales productivity, and stay connected and competitive in business.
# Area
Incorporating an area feature in a field sales app provides structure, efficiency, and valuable insights that can significantly improve the overall sales process.
## Add Area
In **CRM**, Select **Field Sales** and click on **Setting**
On the setting page, select the **Area** and click on **+Area** to add a new area for a site visit
Add the **area** and **city** and click on **save**
A new **Area** will be added at the top
## View Area
You can choose to view the **area** that you have added
In the **Area,** click on the Actions (3 vertical dots) and select the **View** button
You can view all the details of the added area
## Edit Area
In the **Area,** click on the Actions (3 vertical dots) and select the **Edit** button
Edit the area details and **Save**
## Delete Area
In the **Area,** click on the Actions (3 vertical dots) and select the **Delete** button
Give your confirmation in the **popup** and the area will be deleted
# Route
Adding a route feature in a field sales app is essential for optimizing sales operations and enhancing the productivity and efficiency of sales representatives.
## Add Route
In Route, the admin can add routes to which the sales agent has access.
In **CRM**, Select **Field Sales** and click on **Setting**
On the setting, select the **Route** and click on **+Route** to add a new area for a site visit
Add all the details and **Save**
A new **Route** will be added at the top
## View Route
You can choose to view the route that you have added
In the **Route,** click on the Actions (3 vertical dots) and select the **View** button
You can view all the details of the added route
## Edit Route
In the **Route,** click on the Actions (3 vertical dots) and select the **Edit** button
Edit the route details and **Save**
## Delete Route
In the **Route,** click on the Actions (3 vertical dots) and select the **Delete** button
Give your confirmation in the **popup** and the route will be deleted
# Scheme
A scheme is a discount offer for a particular customer and product for a specific time period.
## Add Scheme
In **CRM**, Select **Field Sales** and click on **Setting**
In the setting, select the **Scheme** and click on **+Scheme** to add a new scheme for site visit
Add all the details and **save**
A new **Scheme** will be added at the top
## View Scheme
You can choose to view the scheme that you have added
In the **Scheme,** click on the Actions (3 vertical dots) and select the **View** button
You can view all the details of the added scheme
## Edit Scheme
In the **Scheme,** click on the Actions (3 vertical dots) and select the **Edit** button
Edit the scheme details and **Save**
## Delete Scheme
In the **Scheme,** click on the Actions (3 vertical dots) and select the **Delete** button
Give your confirmation in the **popup** and the scheme will be deleted
# Product Price
To process any order,product price is an essential factor during any site visit. An offer price is made to the customer when they negotiate for a product during a site visit for a specific time period
## Add Product Price
In **CRM**, Select **Field Sales** and click on **Setting**
In the setting, select the **Product Price** and click on **+Products Price** to add a new price for a site visit
Add all the details and **Save**
A new **Offer price** will be added at the top
## View Product Price
You can choose to view the Product price that you have added
In the **product price,** click on the Actions (3 vertical dots) and select the **View** button
You can view all the details of the added product price
## Edit Product Price
In the **Product Price,** click on the Actions (3 vertical dots) and select the **Edit** button
Edit the route details and **Save**
## Delete Product Price
In the **Product Price,** click on the Actions (3 vertical dots) and select the **Delete** button
Give your confirmation in the **popup** and the Product Price will be deleted
# Product
Organizations provide goods and services as a product. A list of products is an important part of business process.
## Add and Manage Product
## Add Product
In **CRM** click on **Product**
Click on **+New** to add a new product
Add all the Details and **Save**
Check the newly added **Product** shown at the top of the list
## Edit Product
You can choose to edit the product that you have created
Click on the Action menu (3 vertical dots)  for the record that you would like to edit and click the **Edit** button
Make the necessary changes and click on **Save**
## Delete Product
You can choose to delete the product that you have created
Click on the Action menu (3 vertical dots)  for the record that you would like to delete and click the **Delete** button
Give the **Confirmation** in the popup and the record will be deleted
# Customer
A customer is an individual or entity that has a relationship with a business.
## Add Customer
In Field sales, you can add customers in 2 ways
1. Add customer individually
2. Import customers
## Add customer individually
In **CRM**, select **Field Sales**, and click on **Customers**
In the customer page, click on the **+New** button to add a **New Customer**
Add all the details and click on **Save**
The newly added **Customer** will be in the first position in the list
## Import customers
When you have a huge list of contacts in a spreadsheet and you would like to add them as **Customers** in your system, you can import the file and they will be added as Customers.
On the **Customer** page, click on the **Import** button
You can **Download** the **Template** in xlsx format
Make Sure you fill up all **Required fields** while importing data
Click on **Upload bulk data** to upload your customer list
After uploading Customers in xlsx file format, you can see imported customers in the customer list
# Announcement
To declare any information for sales representatives, there is an announcement. In announcement, admin can add and check all the announcements added by all the sales representatives.
## Add Announcement
In **CRM**, Select **Field Sales** and click on **Setting**
In the setting, select the **Announcement** and click on **+** **Announcement** to add a new announcement for site visit
Add the details and save
A new **Announcement** will be added at the top
## View Announcement
You can choose to view the Announcement that you have added
In the Announcement**,** click on the Actions (3 vertical dots) and select the **View** button
You can view all the details of the added **Announcement**
## Edit Announcement
In the Announcement**,** click on the Actions (3 vertical dots) and select the **Edit** button
Edit the Announcement and **Save**
## Delete Announcement
In the Announcement**,** click on Actions (3 vertical dots) and select the **Delete** button
Give your confirmation in the **popup** and the area will be deleted
# Document
In the document, the admin can add related documents, photos or videos of site visits for the sales representatives.
## Add Document
In **CRM**, Select **Field Sales** and click on **Setting**
On the setting, select the **Document** and click on **+** **Document** to add a new document for site visit
Add all the details and Save
A new **Document** will be added at the top
## View Document
You can choose to view the Document that you have added
In the document**,** click on the Actions (3 vertical dots) and select the **View** button
You can view all the details of the added **Document**
## Edit Document
In the Document**,** click on the Actions (3 vertical dots) and select the **Edit** button
Edit the Document and **Save**
## Delete Document
In the Document, click on the Actions (3 vertical dots) and select the **Delete** button
Give your confirmation in the **popup** and the area will be deleted
# Today Plan
A site visit to place a product order involves a sales representative or a sales team visiting a customer's location or business premises to facilitate the process of placing an order for products.
## Site Visit
To start a site visit, the user needs to check in.
Without a check in the user will not be able to start a site visit and take direct order.
**Login** in the QAF app
A pop up will appear, give your conformation on device location access page
In apps click on the **Attendance**
In attendance page click on **check in**
As the timer starts, go to apps and click on **Field Sales**
In field sales click on the hamburger/3 horizontal lines
To start a **Site Visit**, click on **Toady Plan**
In Today Plan, click on **Route**
Select your Route from the **Route List**
As you select the route you will find the list of customers associated with the selected route. Find your customer in the list where you want to start the Visit
To select the user who will work with the sales representative, click on **Working with**
Select the user from the given list
Select the customer in the **search bar** where you want to start the site visit, and the customer will appear in the list
In the Customer list for each customer, you will find four **Icons**
Click on the **Phone** icon to call the customer
You will be able to call the Customer
Click on the **Location** icon to check the customer's location
You can check the **Customer Location**
Click on the **Arrow** icon to start the site visit for the customer
In the visit detail page, you can start the visit
Click on the **View** to check the visit details
In the visit details page, you can check all the details of the customer
## Site Visit
To start a site visit, Click on the **Arrow** icon
In the Visit detail page click on **Start Visit** to start the visit
Give your **confirmation** on the device location access page
As you permit location access your visit will start and the End Visit button will be enabled
## Remark
Click on the Remark tab and add all the details in Remark, including the call note and next order date
## Order
Click on the **Order** tab to add the product. If the order is fulfilled by the **company**, then select the **Company** in **Fulfilled by** and click on **+Product**
If the **order** is fulfilled by the **distributor**, then select **Distributor**.
A **list of distributors** will appear
Select a **distributor** from the list and click on **+Product**
A pop-up will appear. Here, select the **product**
Select the product quantity. If you want to offer a discount on the list price then you can add it in the **Offer price** section. Fill in all the details and click on **+Product**
You will get a **confirmation message** that the product has been added, and the product will be added to the list
If you want to update/edit the added product, click on the **Edit Button**
Update the product and click on **Update**
You will get a product update confirmation message and the product will be updated
To delete the product, click on the **delete** button
Give the confirmation in the **pop-up** and the product will be deleted
## Scheme
In the scheme, you can check which product has been added to the scheme. If a product is not added to the scheme, it will show **No scheme**
When an added product is in any scheme it will show in the **Scheme** tab
In scheme, click on the apply icon to apply the scheme
A green label will appear with the **Applied**
To check all the details of the applied scheme, click on the **View** icon
You can check all the details of the applied scheme
To delete the applied scheme, click on the delete icon, the applied scheme will be deleted
## Survey
In the survey tab, add all the replies to the given survey questions
## Photo
In the **Photo** tab click on the **Photo** **icon** to add site visit’s photo
Capture the photo and a pop-up will show the message “Your file has been successfully uploaded.” Then click on **Ok**
Your photo will be added to the **photo** tab
To download the photo, click on the photo link, the photo will be downloaded
and the file download successful message will be shown
To Delete the photo, click on the Delete icon, the photo will be deleted
## Stock
If the customer is included in the distributor category, then in the stock tab, you can update or manage the customer inventory for your next site visit (The stock button will not be visible for the customer included in the retailer category)
Click on the select product and then quantity to add the product and quantity
As you add product and quantity, the update stock button will be enabled.
Click on the update stock button to update the selected product stock/inventory
The product will be added to the inventory for that customer.
If the customer wants to change the quantity for the updated stock for the same date, then the user can add that product and quantity, the newly added quantity will be replaced with the older one
## Detail
In the **detail** tab, you can check all the added site visit details
In the **Detail** tab click on the **phone** icon to call the customer
In the **Details** tab, click on the **location** icon to view the customer's location
To end the site visit, click on the End visit and the button will be disabled and the Edit site visit button will be enabled.
To edit the site visit, click on the edit button
Add the edit reason and **Save**
A pop-up will appear, add the product
Check the added product in the list
After the end of the site visit in Today plan there will be a green checkbox before the ended site visit
# My Visits
In My visits, you can check all the details of the started site visits for that date
To check all the visit details, click on **My Visit**
To review all the details of the scheduled site visits for that date, click on **My Visits**
In the **My Visit** list, check the start time, end time, and total time spent on the site visit
On the My Visit page you can check the **customer name**, **customer route**, **address**, and total **order amount**
## Location
To view the customer location, click on the **location** icon
You can check the customer's **Location**
## Visit Details
To check the site visit, click on the right **Arrow** icon
Check all the details for the visited customer site.
## Visit history
Click on the **View** icon to check the visit history
On the Visit history page, in the **Visit** tab, you can view all the details for visited **customer**.
On the **Visit history** page, in a **direct** tab, you can view all the details for the direct order of the customer
# Weekly Plan
A weekly plan is a valuable tool for effective time management, goal achievement, and maintaining well-organized working hours.
To add the site visit’s or customer's route to your week, go to the **Weekly Plan**
On the weekly plan page, select the **week-in-date** navigator
To select the **route**, click on the **date** for which you want to plan a site visit
Select the route from the list. You can select more than one route at a time
Once you select the route click on the **Save Plan**
Your weekly plan will be saved
# Orders
When a customer wants to place an order over the phone instead of site visit, you can add direct order in the Orders
Click on the **Orders**
In My Orders, click on **+Order** to add a new order
On this page add customer, click on **fulfilled by**
A **list** will appear
Select the **mode of direct order** from the list.
As selected the customer & fulfilled by, add the **reason** for the direct order.
Add the **reason** and click on **+Product**
Add the **product**, and add the offer price if any
The product will be added to the product list
When an added product is in any scheme it will show in the **Scheme** tab
Check the applicable schemes
Apply the scheme
A green label will appear
Click on the view icon to check the scheme details
Check the details of the applied scheme
To delete the applied scheme, click on the delete icon, the applied scheme will be deleted
Once you apply the scheme if any, click on the save button to save the order
The latest order added for a customer will be shown first in my orders list.
Click on the View icon to view the order details
Order details will be shown in the View order
If a customer chooses not to add any products, add the reason for canceling the order and click on the Clear button to empty the list
Your list will be cleared
# Route Plan
In the route plan, admin can check the weekly plan added by all sales representatives for the assigned routes
In **CRM**, to check the route plan of sales representatives, select **Field Sales** and click on **Route Plan**
In the route plan, select the **date** in the **date navigator** and check the **sales agent** and his **weekly plan**
## Change the route
Admin can **change the route plan** for a sales representative
To change a route plan for a sales representative, select the **date** and **click on the route**
On the appeared page click on the **cross** to remove the route
Select the **route** from the list and click on **save**
The changed route will be added to the route plan for a sales representative
# Visit Report
Admin can check all the site visits by route, agent, and date.
## Visit by Route
To check visits by route, in **CRM**, Select **Field Sales** and click on **Visit**
In **Today’s visit by route,** you can check today’s site visits by route with the total number
## Visit by Agent
In **Today’s visit by agent**, you can check all the completed site visits by the agent. Hover the mouse over the bar to check the total site visits for a particular sales agent
## Visit by Date
In **visit by date**, you can check all the completed site visits for which date you want to check. Hover the mouse over the date dot on the line chart to check the total site visit count
## Weekly Visit by Agent
In **Visit by Agents,** you can check weekly site visits for the sales agents. Hover the mouse over the bar, you view the total number of site visits for the week.
# Reports by Orders
# Reports by Orders
In Field sales dashboard admin can check all the reports as per orders, visits, and target.
On the Order page user have two options to check the sales report, **Primary sales**, and **Secondary sales.**
In **Primary sales**, all the customers belong to the **distributor** category
In **Secondary sales**, all the customers belong to the **retailer** category
## Orders
In **CRM**, select **Field sales** and click on the **Dashboard**
### Date wise sales
To check the **date wise sales**, for primary customer(distributor) select **order** and in the sub-filter select **date wise order**.
In date wise sales, select **primary sales,** **customer, scheme, sales agent and** **date range** and hit the **show report** button and check all the details
To check the **date wise sales**, for **secondary** customer(retailer) select **secondary sales,** **customer, scheme, sales agent and** **date range** and hit the **show report** button and check all the details
### Customer wise sales summary
To check the **customer wise sales summary**, select **order** and in the sub-filter select **Customer wise sales summary**
In customer wise sales summary, select **primary sales(distributor),** **customer, scheme, sales agent and** **date range** and hit the **show report** button and check all the details
To check the **date wise sales**, for **secondary** customer(retailer) select **secondary sales,** **customer, scheme, sales agent and** **date range** and hit the **show report** button and check all the details
### SKU wise sales summary
To check the **SKU wise sales summary**, select **order** and in the sub-filter select **SKU wise sales summary**
To check SKU **wise sales summary** for **primary sales(distributor)** select **primary sales, product, sales agent, city, state, and date range** and hit the **show report** button and check all the details
To check SKU **wise sales summary** for **secondary sales(retailer)** select **secondary sales, product, sales agent, city, state, and date range** and hit the **show report** button and check all the details
## Order by agent
To check the **Order by agent**, select **order** and in the sub-filter select **SKU wise sales summary**.
1\. To check **Order by agent- Amount** for **primary sales(distributor)** select **primary sales, date range and Amount** in the filter and hit the **show report** button and check all the details
2\. To check **Order by agent- order** for **primary sales(distributor)** select **primary sales, date range and Order in the filter** and hit the **show report** button and check all the details
3\. To check **Order by agent- Quantity (metric ton)** for **primary sales(distributor)** select **primary sales, date range and Quantity (metric ton)** **in the filter** and hit the **show report** button and check all the details
4\. To check **Order by agent- Amount** for **secondary sales(retailer)** select **secondary sales, date range and Amount in the filter** and hit the **show report** button and check all the details
5\. To check **Order by agent- Orders** for **secondary sales(retailer)** select **secondary sales, date range and Order in the filter** and hit the **show report** button and check all the details
6\. To check **Order by agent- Quantity (metric ton)** for **secondary sales(retailer)** select **secondary sales, date range and Quantity (metric ton)** **in the filter** and hit the **show report** button and check all the details
## Product wise Orders
To check the **Product wise orders,** select **order** and in the sub-filter select **Product wise orders,**
To check **Product wise orders- Amount** for **primary sales(distributor)** select **primary sales, date range and Amount in the filter** and hit the **show report** button and check all the details
To check **Product wise orders- Quantity (metric ton)** for **primary sales(distributor)** select **primary sales, date range and Quantity (metric ton)** for **in the filter** and hit the **show report** button and check all the details
To check **Product wise orders- Amount** for **secondary sales(retailer)** select **secondary sales, date range and Amount in the filter** and hit the **show report** button and check all the details
To check **Product wise orders- Quantity (metric ton)** for **secondary sales(retailer)** select **secondary sales, date range and Quantity (metric ton)** **in the filter** and hit the **show report** button and check all the details
## City Wise Sales Summary
To check the **city wise sales summary,** select **order** and in the sub-filter select **City wise sales summary**
To check **city wise sales summary – City & Amount** for **primary sales(distributor)** select **primary sales, date range, city and Amount in the filter** and hit the **show report** button and check all the details
To check **city wise sales summary – City & Quantity (metric ton)** for **primary sales(distributor)** select **primary sales, date range, city and Quantity (metric ton)** **in the filter** and hit the **show report** button and check all the details
To check **city wise sales summary – Route & Amount** for **primary sales(distributor)** select **primary sales, date range, Route and Amount in the filter** and hit the **show report** button and check all the details
To check **city wise sales summary – Route & Quantity (metric ton)** for **primary sales(distributor)** select **primary sales, date range, Route and Quantity (metric ton)** in the filter and hit the **show report** button and check all the details
To check **city wise sales summary – City & Amount** for **secondary sales(retailer)** select **secondary sales, date range, city and Amount in the filter** and hit the **show report** button and check all the details
To check **city wise sales summary – City & Quantity (metric ton)** for **secondary sales(retailer)** select **secondary sales, date range, city and Quantity (metric ton)** in the filter and hit the **show report** button and check all the details
To check **city wise sales summary – Route & Amount** for **secondary sales(retailer)** select **secondary sales, date range, route and Amount in the filter** and hit the **show report** button and check all the details
To check **city wise sales summary – Route & Quantity (metric ton)** for **secondary sales(retailer)** select **secondary sales, date range, route and Quantity (metric ton)** in the filter and hit the **show report** button and check all the details
# Reports by Visit
# Reports by Visit
In Field sales dashboard, admin can check all the reports as per visit
In **CRM**, select **Field Sales** and click on the **Dashboard**
To check all the visit details, select **Visits** in the main filter
## Visit details report
On visits page, to check the **visits details report**, select **visits details report** in the sub-filter.
In the **visit details report** select the **date range** and **sales agent** name and hit the **show report** button and check all the details
You can check all the details of the visited site like, date, agent name, customer, start time, end time, duration, site visit photo and the location map
To download the photo, click on the photo link
To check the exact location of the sales agent, click on **View in Map**
You can check the exact location of the sales agent
## Visits by City
To check the **visit by city** report, select **Visit by city** in the sub-filter.
In visit by city, select **date range**, **sales agent** and click the **show report** button and check all the details. Here, if a sales agent visits a customer more than once in a day, it will count as 1 visit only
## Cities visited by agents
To check the **cities visited by agent** report, select **cities visited by agents** in the sub-filter.
In **Cities visited by agents,** select a **date range**, and click the **show report** button, and check all the details. Here, if a sales agent visits a customer more than once a day, it will count as 1 visit only
## Visits by Customers
To check the **visit by customers** report, select **Visit by customers** in the sub-filter.
In visit by customers, select **sales agent, date range**, and click the **show report** button and check all the details. Here, if a sales agent visits a customer more than once in a day, it will count as 1 visit only
To check more details of the site visit, click on the agent name/customer name, a pop-up will show the site visit’s order details
## Visits by customer summary
To check the **visit by customer summary** report, select **Visit by customer summary** in the sub-filter.
In the **visit by customer summary,** select the **sales agent, date range**, and click the **show report** button and check all the details. Here, if a sales agent visits a customer more than once a day, it will count as 1 visit only
To check more details of the site visit, click on the agent name/customer name, a pop-up will show the site visit’s order details
# Reports by Target
To set a **sales visit target**, in **CRM**, select Target and click on **Visit**
In the **Sales Visit Target** page, click on the **+New** to add a new record
Add all the required details and **Save**
Newly added record will be at the top of the list
To check the added target, select the **Field Sales + Dashboard**
Select **Target** in the dropdown and select **Target type**
Check the assigned **Sales Agent’s Name** and added **Visit Target**
As the sales agent completes his site visits, the **target** is achieved
# Add Customer from the Mobile App
A customer's presence in a field sales app is essential for effective sales processes.Sales representative require access to customer data,like contact information, route name & past interactions
## Add Customer
In the mobile app, QuickAppFlow allows you to add customer in the following ways:
1\. Add customer individually
2\. Add customer from Today Plan
3\. Add customer for Selected Route
## Add Customer Individually
In QuickAppflow app select the **Field Sales**
In the menu, click on the **Customers**
**Allow** to access the device **Location**
Add all the details and **Save**
Newly added customer will be in the first position on the list
## Add customer from Today Plan
To add a customer to the Today Plan, click on **Today Plan**
**Allow** to access the device **Location**
On **Today plan** page, click on **+Customer**
Add all the details of the customer and **Save**
Newly added customer will be in the first position on the list
## Add Customer for Selected Route
In Today Plan, select the **route** to which you want to add a customer
Click on the **+Customer**
In the Customer details form, **Route** will be filled **automatically**, add the rest of the details, and **Save**
The Customer will be added under the selected Route
## Customer Activity
### Edit Customer Details
Select the customers
In the **Customers,** click on the Actions (3 vertical dots)
In the pop-up, click on the Edit option
**Allow** to access the device **Location**
Edit all the details and **Save**
### Update Customer Location
Select the customer
In the **Customers** click on the Actions (3 vertical dots)
In the pop-up, click on the **Update Location**
Allow to access the device location
A message that the location has been updated will appear on the top
### Delete Customer
In the **Customers** click on the Actions (3 vertical dots)
In the pop-up, click on **Delete**
Give your confirmation in the **popup** and the record will be deleted
# Presentations in Mobile App
In presentations, sales agent can download and check all the documents, photos, and videos related to the site visit
In Field sales, click on the **presentations**
On the presentation page, click on any document that you want to download and check
Allow access for photos and media and the document will get downloaded successfully on your mobile
# Tracking
In tracking, the admin can check the exact location of the sales agent for the started and ended site visits on the selected date.
## Track visit
To track visit, in **CRM,** select **Field Sales** and click on **Tracking**
On the Tracking page, in **Track Visit,** select the **sales agent** and the **date** to check the exact location of the started and ended site visits.
## Current Location
To check the sales representatives' current location in **CRM,** select **Field Sales** and click on **Tracking**
On the Tracking page, in **Current Location,** you can check your **sales representatives' latest tracked location**
## Track Path
To track sales representatives In **CRM,** select **Field Sales** and click on **Tracking**
On the Tracking page, in **Track Path** select the **sales agent** and the **date** to **track** the exact **path** of the sales representative
# Attendance Report
In the attendance report, you can check the daily attendance of employee, their check-in, check-out time, total working hours, status(present/absent), check-in and check-out location
To check the attendance, click on **Report and Analytics**
In the **Report** page, select **attendance**
In attendance, to check the **daily attendance** of employees, select the **employee** and **date**, and click on search
In **Daily Attendance,** you can check **employee** name, **date**, **day**, **first**(check-in), **last**(check-out), **Hrs**(total working hours), **status**(present/absent), **check-in location,** and **check-out location**
As the employee checks in, his/her **date, day, check-in time, status,** and **check-in location** will be added to the daily attendance report
To view the exact **check-in** and **check-out** **location** of the employee, click on the **view location**
You can check the exact **check-in** and **check-out** **location** of the employee
# FSA-Payment Collection
In customer, user can check the credit limit amount, credit balance amount and outstanding amount of the customer
In collection menu user can collect the payment from customer, in a site visit
## Add payment collection in main menu
To add payment in collection menu
Go to collection
Click on +Collection
Select the customer name and check the Credit balance and outstanding amount
Click on the collection icon
Add the payment details and save the form
A record will be added in the list and credit balance and outstanding amount will be updated in customer
 
## Add payment collection in Customer
Go to customer
Select the customer and check the balance details
Click on the collection icon
Add all the details and save the form
A record will be added in the collection list
Check the updated balance in customer
## Add payment collection in site visit
Go to site visit for a customer and start the visit
Go to Collection tab
Add the details of payment and save
A record will be added in the collection and amount will be updated in the credit balance and outstanding
# CRM
CRM plays a crucial role in enhancing customer satisfaction,optimizing sales and marketing efforts,and fostering long-term customer relationships,thereby contributing significantly to a business's suc
# Lead
“Leads” is a term commonly used in various contexts to refer to potential customers or opportunities that a business or individual can pursue for sales, marketing, or other purposes.
## Create Lead
Go to **Sales** and click on **Leads**
Click on the **+Lead button** and select **+New Customer.**
Enter the details in the **Create Lead** page and click on the **Save** button
A new **Lead** is added at the top
## Import Leads
When you have a huge list of Leads in a spreadsheet and you would like to add them as Leads in your system, you can import the file and they will be added as Leads. Go to the **More** option and click on the **Import** **New Customer** button
You can **Download Template** in xlsx format
Make Sure you fill up all **Required fields** while importing data.
1. Click on **Upload bulk data** to upload your Leads list
After uploading leads in xlsx file format. You can see imported leads in the lead list
## Edit Lead
You can choose to edit the lead that you have created.
To edit Lead,
Click on the Action (3 vertical dots)  for the record that you would like to edit and click the **Edit** button
Make the necessary changes and click on **Save**
## Delete Lead
Leads once added can be deleted if no longer necessary
To delete Lead
Click on the Action (3 vertical dots)  for the record that you would like to delete and click the **Delete** button
Give your confirmation in the popup and the record will be deleted
## View Lead Details
You can choose to view the lead that you have created.
To view lead
Click on the lead title for the record that you would like to view
You can see all the details of the leads
## View Lead in Different Pipelines
You can view the lead that you selected in different pipelines.
To view leads in different pipeline
Click on **Pipeline** dropdown
Select other pipeline
You can view different pipeline leads
##
# Lead Activity
## Create **a Follow-Up** for a Lead
You can add follow-up for that you created lead.
To add follow up
Hover the mouse on the lead and click on the Action (3 vertical dots)  for the record to which you would like to add follow-up and click the **Follow-Up** button
Enter the details on the follow-up page and **save** the form
## Create a Meeting for a Lead
You can add a **Meeting** for that you created lead.
To add Meeting
Hover the mouse on the lead and click on the Action (3 vertical dots)  for the record to which you would like to add a meeting and click the **Meeting** button
Enter the details on the meeting page and **save** the form
## Create a **Call Log** for a Lead
You can add a **Call Log** for that you created a lead.
To add a Call Log
Hover the mouse on the lead and click on the Action (3 vertical dots)  for the record to which you would like to add a call log and click the **call log** button
Enter the details in the call log page and **save** form
## Create a Task for a Lead
You can add a **Task** for that you created lead.
To add task
Hover the mouse on the lead and click on the Action menu (3 vertical dots)  for the record to which you would like to add a task and click the **Task** button
Enter the details on the task page and **save** the form
## Convert Lead
You can convert the lead into an opportunity
To convert lead
Hover the mouse on the lead and click on the Action menu (3 vertical dots)  for the record that you would like to convert and click the **convert** button
You need to select **pipeline**, **stage** and **move this lead to the stage**. where you want to move in opportunity and click on the **save** button
# Opportunity
Opportunity is a potential business deal or interaction that could lead to a sale or a positive outcome for a company. Opportunities tracked and managed within a CRM.
## Create and Manage Opportunity
QuickAppFlow allows you to create opportunities in the following ways:
1. Convert the lead into an opportunity
2. Add opportunity individually
3. Import opportunity
## Convert the Lead into Opportunity
To convert lead
Go to **Sales** and click on **Leads**
Hover the mouse on the lead and click on the Action menu (3 vertical dots)  for the record that you would like to convert, then click the **convert** button
You need to select **pipeline**, **stage** and **move this lead to the stage**, where you want to move in opportunity and click on the **Convert** button
A new **Opportunity** is added to the **Top**
## Add opportunity individually
Click on **+ Opportunity** and select **+New Customer**
Enter the details in the **Add Opportunity** page and **Save**
A new **Opportunity** is added at the top
## Import opportunity
When you have a huge list of contacts in a spreadsheet and you would like to add them as **Opportunities** in your system, you can import the file and they will be added as Opportunities.
1. In opportunity, go to the **More** option and click on the **Import** **New Customer** button
You can **Download Template** in xlsx format
Make Sure you fill up all **Required Fields** data while importing data
Click on **Upload bulk data** to upload your Opportunity list
After uploading Opportunities in xlsx file format. You can see imported opportunities in the opportunity list
## View Opportunity Details
You can choose to view the opportunity that you have created.
To view opportunity
Click on the **opportunity** title for the record that you would like to view
You can see all the details of the **Opportunity**
## View Opportunity in Different Pipeline
You can view the opportunity you selected different pipelines.
To view opportunities in different pipeline
In **Opportunity** click on the **Pipeline** dropdown
Select another pipeline
You can view different pipeline opportunity
##
# Opportunity Activity
## Create Follow-up for The Opportunity
You can include a follow-up for the opportunity you created.
To add follow up
In **Opportunity,** click on the Action menu (3 vertical dots)  for the record to which you would like to add follow-up and click the **Follow-Up** button
Enter the details on the follow-up page and **save** the form
## Create a Meeting for The Opportunity
You can add a **Meeting** for which you created an opportunity.
To add Meeting
In **Opportunity,** click on the Action menu (3 vertical dots)  for the record to which you would like to add a meeting and click the **Meeting** button
Enter the details on the meeting page and **save** the form
## Create a Call log For the Opportunity
You can add a **Call Log** for that you created an opportunity.
To add a Call Log
In **Opportunity,** click on the Action menu (3 vertical dots)  for the record to which you would like to add call log and click the **call log** button
Enter the details in the call log page and **save** the form
## Create a Task for The Opportunity
You can add a **Task** for which you created an opportunity.
To add task
In **Opportunity** click on the Action menu (3 vertical dots)  for the record to which you would like to add a task and click the **Task** button
Enter the details on the task page and **save** the form
## Edit Opportunity
You can choose to edit the opportunity that you have created.
To edit Opportunity
In **Opportunity** click on the Action menu (3 vertical dots)  for the record that you would like to edit and click the **Edit** button
Make the necessary changes and click on **Save**
## Convert Opportunity
You can convert the opportunity in the view page
To convert opportunity
In **Opportunity**, click on the Action menu (3 vertical dots)  for the record that you would like to convert and click the **convert** button
You need to select that convert opportunity as New Customer or Existing Customer, move **this opportunity to stage,** and click on the **convert** button
## Delete Opportunity
Opportunity once added can be deleted if no longer necessary
To delete Opportunity
In **Opportunity**, click on the Action menu (3 vertical dots)  for the record that you would like to delete and click the **Delete** button
Give your confirmation in the popup and the record will be deleted
# Customer
A customer is an individual or entity that has a relationship with a business.
## Create and Manage Customer
In QuickappFlow CRM, you can add customers in three ways
1. Convert the opportunity into a customer
2. Add customer individually
3. Import customers
## Convert the opportunity into a customer
To convert opportunity
Go to **Sales** and click on **Opportunity**
Hover the mouse on the opportunity and click on the Action menu (3 vertical dots)  for the record that you would like to convert and click the **convert** button.
You need to select that convert opportunity as New Customer or Existing Customer, move **this opportunity to stage,** and click on the **convert** button
The newly added **Customer** will be in the first position on the list
## Add customer individually
On the customer page, click on the **+New** button to add a **New Customer**
Add all the details and click on **Save**
The newly added **Customer** will be in the first position on the list
## Import customers
When you have a huge list of contacts in a spreadsheet and you would like to add them as **Customers** in your system, you can import the file and they will be added as Customers.
On the **Customer** page, click on the **Import** button
You can **Download Template** in xlsx format
Make Sure you fill up all **Required Fields** data while importing data
Click on **Upload bulk data** to upload your Opportunity list
After uploading Customers in xlsx file format, you can see imported customers in the customer list
# Customer Activity
## View Customer Details
In **Customers** Click on the Action menu (3 vertical dots)  for the customer that you would like to view and click the **View** button
You can see all the details of the **Customer**
## Edit Customer
In **Customers** Click on the Action menu (3 vertical dots)  for the customer which you would like to edit and click the **Edit** button
Add all edit details and **Save**
## Delete Customer
In **Customers** Click on the Action menu (3 vertical dots)  for the customer which you would like to edit and click the **Delete** button
Give your confirmation in the **popup** and the record will be deleted
## Create a Task for the Customer
In **Customers** Click on the Action menu (3 vertical dots)  for the customer to whom you would like to add Task and click the **Task** button
Enter the details on the Task page and **save** the form
## Create a Call Log for the Customer
Hover the mouse on Customer and click on the Action menu (3 vertical dots)  for the customer to which you would like to add a call log and click the **call log** button
Enter the details in the call log page and **save** the form
## Create a Meeting for the Customer
Hover the mouse on the customer and click on the Action menu (3 vertical dots)  for the customer for which you would like to add a meeting, and click the **Meeting** button
Enter the details on the meeting page and **save** the form
## Create Follow Up for the Customer
Hover the mouse on the customer and click on the Action menu (3 vertical dots)  for the customer to which you would like to add follow-up and click the **Follow-Up** button
Enter the details on the follow-up page and **save** the form
# Contact
The Contacts feature within QuickAppFlow enables you to consolidate all your contacts into a single location, complete with their affiliations with corresponding companies.
## Create and Manage Contact
QuickAppFlow allows you to create a contact in the following ways:
1. Create contact Individually.
2. Import Contacts.
## Create Contact Individually
In the left navigation, find “**Sales**” then jump on “**Contacts**”.
On the contact page, find the **+New** button and click.
Enter the details in the **Contact Information** form and **Save**
You will find your **New Contact** in the list.
## Import Contacts
When you have a huge list of contacts stored in a spreadsheet and wish to incorporate them into your QAF account as contacts, you have the option to import the file, resulting in their inclusion as contacts.
Click on **the Import** button.
Click on the **Download template** for uploading bulk data
Make sure you fill up all Required fields while importing data
After filling in all the details click on the **Upload Bulk Data** button
Check here **Imported Contacts**
## Edit Contact
You can choose to edit the contact that you have created.
To edit contact
Click on the Action menu (3 vertical dots)  for the record that you would like to edit and click the **Edit** button
Enter details of contact and click on the **Save** button
## Delete Contact
Contact once added can be deleted if no longer necessary
To delete Contact
Click on the Action menu (3 vertical dots)  for the record that you would like to delete and click the **Delete** button
Give your confirmation in the popup and the record will be deleted
# Quotation
Quotations provide a clear breakdown of the products or services being offered, their associated costs, and any terms and conditions.
## Create and Manage Quotation
You can add a quotation to the opportunity
To add quotation
Go to **Sales** and click on **Opportunity**
Click on the opportunity title to see all the **details**
Inside the details page, click on the **other** tab
On this page, click on **+Quotation** to add quotation details
Add all the details and **save** the form
Your quotation will get added in **Quotation Details**
## View Quotation
To view the Quotation
Go to **Opportunity** **Details**
Click on the Action menu (3 vertical dots)  in **quotation details** for the quotation that you would like to view and click the **View** button
You can see all the details of your quotation. Here you can **Download/Print** **quotation details** and share on **WhatsApp**
## Edit Quotation
To view the Quotation
Go to **Opportunity** **Details**
Click on the Action menu (3 vertical dots)  in quotation details for the quotation which you would like to edit and click the **Edit** button
Add all the details and **Save**
## Delete Quotation
To delete the Quotation
Click on the Action menu (3 vertical dots)  in quotation details for the quotation that you would like to delete and click the **Delete** button
Give your confirmation in the popup and the record will be deleted
# Share Quotation through Email
To send quotation through email
Go to CRM.
Click on sales and select quotation
In quotation details list, click on the customer and open the details page
On the details page click on the email icon to send the quotation to the customer through email
An email will be send to the customer and a confirmation pop-up will appear at the bottom
# Invoice
Invoice is a critical element in the sales process, as it formalize payment requests,record transactions,ensure legal compliance,aid in financial management, and contribute to efficient communication.
## Create and Manage Invoice
You can add an invoice to the customer’s details page
To add invoice
Go to the **Sales** menu and click on the **customer** sub menu
In Customers click on the **Customer’s name** to enter in details page
Click **Other** on the details page
In details, click on **+Invoice** to add a new invoice
Add all the details and **Save**
Your invoice will get added to **Invoice** Details.
## View Invoice
To view the **Invoice**, click on the Action menu (3 vertical dots)  in the **Invoice details** List for the Invoice that you would like to view and click the **View** button.
You can see all the details of your invoice. Here you can **Download/Print** **invoice details** and share them on **WhatsApp**
## Edit Invoice
To edit the **Invoice**, click on the Action menu (3 vertical dots)  in the Invoice Details List for the Invoice that you would like to view and click the **Edit** button
Edit the changes and **Save**
## Delete Invoice
To delete the **Invoice**, click on the Action menu (3 vertical dots)  in the Invoice Details List for the Invoice that you would like to delete and click the **Delete** button
Give your confirmation in the popup and the record will be deleted
# Share Invoice through Email
To send invoice through email
Go to CRM
Click on Sales and select Invoices
In invoice list, click on the invoice title and open the details page
On the details page, click on the email icon to send the invoice to the customer through email
An email will be sent to the customer and a confirmation pop-up will appear at the bottom
# Purchase Order
Purchase orders play a pivotal role in maintaining order accuracy, contract adherence, and efficient communication between buyers and sellers in the sales process.
## Create and Manage Purchase Order
You can add a purchase order on the customer’s details page
To add a purchase order
Go to **Sales** and click on **customer**
In Customers, click on the **Customer’s name** to enter in details page
Click on **Other** on the details page
In details, click on **+Purchase order** to add a new purchase order
Add all the details and **Save**
Your purchase order will get added to the **Purchase Order List** Details
## View Purchase Order
In **Purchase Order List,** click on the Action menu (3 vertical dots) in Purchase Order List details for the Purchase Order which you would like to view and click the **View** button
You can see all the details of your purchase order. Here you can **download or print** **purchase order details** and share on **WhatsApp**
## Edit Purchase Order
In **Purchase Order List,** click on the Action menu (3 vertical dots)  in Purchase Order List details for the Purchase Order which you would like to edit and click the **Edit** button
Add all the details and **Save**
## Delete Purchase Order
In **Purchase Order List,** click on the Action menu (3 vertical dots) in Purchase Order List details for the Purchase Order which you would like to delete and click the **Delete** button
Give your confirmation in the popup and the record will be deleted
# Target
Clear targets give sale representative a clear direction and purpose, helping them prioritize their efforts.
## Set Targets
In the QuickAppFlow CRM app, there are three types of targets.
1\. Sales Customer Target
2\. Sales Revenue Target
3\. Sales Product Target
## Sales Customer Target
In the left navigation, click on **Target** and select **Customer**
On the **Sales Customer Target** page, click on the **+New** to add a new record
Add all the details (Here you can select the target type as Monthly, Quarterly, and annual) and click on **Save**
In **Admin dashboard +Sales Team Dashboard**, check the added Target Type and assigned **Sales Representative’s Name**
Here you will find **the Target Number and the Target Achieved**
To check the target achieved, the target-assigned employee needs to create a customer and add a new customer
To create a customer, in CRM, select Sales and click on Customer
On the customer page, click on +New to add a customer
Add all the details and **save**
New customer will be added to the list
Check the added **customer target** in the **Admin dashboard + Sales Team Dashboard**
##
##
## Sales Revenue Target
In the left navigation click on **Target** and select **Revenue**
In the **Sales Revenue Target** page click on the **+New** to add a new record
Add all the details (Here you can select the target type as Monthly, Quarterly, and annual) and click on **Save**
Check the added target in the **Admin dashboard + Sales Team Dashboard**
To check the achieved revenue target, one needs to assign that employee in the sales order as a sales representative.
In the left navigation select **Sales** + **Orders**
Click on the (3 vertical dots)  and edit the **Purchase Order Details**
Add the **Sales Representative’s Name** and check the added month’s date in **Date Issued** field and **Save**
In **Admin dashboard + Sales Team Dashboard**, check the added Target Type and assigned **Sales Representative’s Name**
Where you will find the **Targeted Revenue and Achieved Number**
## Sales Product Target
In the left navigation click on **Target** and select **Product**
In **Sales Product Target** Click on the **+New** button to add a **New Product**
Add all the Details (Here you can select the target type as Monthly, Quarterly and annual) and **Save**
Here you will see the **Added Products Details**
# Marketing
# Configure Email Campaign
“Email Campaign" refers to the process of planning, creating series of targeted emails with the goal of achieving specific objectives, such as promoting products, or increasing conversion
## Create Email
Go to **Marketing** and click on **Email**
Click on **+ New Email** Button
User can configure two types of email i. e. **Instant** and **scheduled**
To **Instant** type of email
Click on type dropdown and select **Instant** type
For **schedule** email: You need to add schedule date and time
Click on **source entity** field and select the source entity, those who you want to send the email
Click on **next** button then jump to next tab i.e. Configure target and email
## Configure target and email
Click on **Configure Condition**
Select email of employee whose you want to send email
Click on **Ok** button
Click on configure button
Enter the all details You want to send and click on **OK** button
Click on **Update** button
You can view email preview in **Preview and Send** tab
When click on send button Email will be **Sent**
Before sending a mail, the mail is on a draft mode, You can see when select **Draft** option
After sending **Instant** mail, The mail is on executed mode, You can see when select **Executed** option
If you want to **archive** email then click on the Action (3 vertical dots)  and select archive option
After archived a mail, You can see when select **Archived** option
After sending **scheduled** mail, The mail is on scheduled mode, you can see when select **Scheduled** option
Click on the Action (3 vertical dots)  for the email which you would like to delete and click the **Delete** button
# Configure SMS Campaign
Configuring an SMS (Short Message Service) campaign involves setting up and organizing all the necessary components to execute a targeted and effective SMS marketing campaign.
## Create SMS
Go to **Marketing** and click on **SMS**
Click on **+ New SMS** Button
User can configure two types of SMS i.e. **Instant** and **scheduled**
To **Instant** type of SMS
Click on type dropdown and select **Instant** type
For **Schedule** SMS: You need to add schedule date and time
Click on **Source Entity** field and select the source entity, those who you want to send the SMS
Click on **next** button then jump to next tab i.e. Configure target and SMS
Configure Target and SMS
Click on **Configure Condition**
Select city of employee whose you want to send SMS
Click on **Ok** button
Click on configure button
Enter the all details You want to send and click on **OK** button
Click on **Update** button
You can view SMS preview in **Preview and Send** tab
When click on send button SMS will be **Sent**
Before sending a SMS, the SMS is on a draft mode, You can see when select **Draft** option
After sending **Instant** SMS, The SMS is on executed mode, You can see when select **Executed** option
After sending **scheduled** SMS, The SMS is on scheduled mode, you can see when select **Scheduled** option
If you want to **Archive** SMS, then click on the Action menu (3 vertical dots)  and select archive option
After archived a SMS, you can see when select **Archived** option
Click on the Action menu (3 vertical dots)  for the email which you would like to delete and click the **Delete** button
# Sales Pipeline
A sales pipeline is a visual representation and systematic approach to tracking the various stages that potential customers go through as they move from being initial leads to becoming actual customer
## Create Sales Pipeline
Go to **Setting** and jump to **Pipeline**
Click on **+ New Pipeline** button to create pipeline
Enter pipeline, select pipeline for (Lead or Opportunity) and Select Team whose to give access of sales pipeline and click **Save**
After Creating sales pipeline for Lead or Opportunity its shows in lead and opportunity
## Edit Sales Pipeline
You can choose to edit the sales pipeline that you have created.
Click on the Action (3 vertical dots)  for the record which you would like to edit and click the **Edit** button
Make the necessary changes and click **Save**
## Delete Sales Pipeline
Sales pipeline once added can be deleted if no longer necessary
To delete sales pipeline
Click on the Action (3 vertical dots)  for the record which you would like to delete and click the **Delete** button
Give your confirmation in the pop up and the record will be deleted
##
# Stages
## **Add Stages in a Pipeline**
Click on pipeline name
Click on **+ New Record** Button
Enter stage name, sequence and show in pipeline for (Lead or Opportunity) and click on **Save**
Newly created stage added on top
## Edit Stage
You can choose to edit the stage that you have created.
To edit stage
Click on the Action (3 vertical dots)  for the record which you would like to edit and click the **Edit** button
Make the necessary changes and click **Save**
## Delete Stage
Stage once added can be deleted if no longer necessary
To delete stage
Click on the Action (3 vertical dots)  for the record which you would like to delete and click the **Delete** button
Give your confirmation in the pop up and the record will be deleted
## View Stage
Stage once added can be view
To view stage
Click on the Action (3 vertical dots)  for the record which you would like to view and click the **view** button
You can see all details of **stage**
# Product
Organizations provide goods and services as a product. A list of products is an important part of business process.
## Add and Manage Product
To Create Product
Go to left **Navigation and click on Product**
Click on **+New** to add a new product
Add all the Details and **Save**
Check the newly added **Product** shown top of the list
## Edit Product
You can choose to edit the product that you have created.
Click on the Action menu (3 vertical dots)  for the record that you would like to edit and click the **Edit** button
Make the necessary changes and click on **Save**
## Delete Product
You can choose to delete the product that you have created.
Click on the Action menu (3 vertical dots)  for the record that you would like to delete and click the **Delete** button
Give the **Confirmation** in the popup and the record will be deleted
# User Mapping
CRM permission is the levels of access and actions that users are granted within a CRM system. Properly managing CRM permission is essential for maintaining data security, ensuring user roles align with their responsibilities, and safeguarding sensitive customer information.
## User Permission
To give access of CRM app follow below steps.
Go to **User Management** App
Go to **User Mapping** tab and click on **+New Record** tab.
Select App name as **CRM** and select users which you want to allow for CRM and click on **Save** button.
## Edit User Mapping
You can choose to edit the user mapping that you have created.
To edit user mapping
Click on the Action (3 vertical dots)  for the record which you would like to edit and click the **Edit** button
Make the necessary changes and click **Save**
## Delete User Mapping
User mapping once added can be deleted if no longer necessary
To delete user mapping
Click on the Action (3 vertical dots)  for the record which you would like to delete and click the **Delete** button
Give your confirmation in the pop up and the record will be deleted
# User Permission
## Create Role
Permissions are often assigned based on user roles. Different roles may have different levels of access within the app. For example, an administrator might have full control permissions, while a standard user might have limited access
Go to CRM App and click on **Permission** and then **Role.**
Click on **+Role** button
Enter **Role Name** and **Permission** and click on **Save** button
A New **Role** is added at the top
## Create Team
You can create team from team.
Go to **Permission** and jump to **Team**
Click on **+Team** button to create team
Enter **Team Name** and **Users** which you want to add in the team (Here shows only those users which are mapped in user mapping)
A New **Team** is added at the top
## Give Permission to user or Team.
You can give access of CRM app to individual or team.
Go to **Permission** and jump to **Permission.**
Click on **+Permission** button
Select Individual user or team and assign role which you want and click on **Save** button.
## Edit User Permission
You can choose to edit the user permission that you have created.
To edit user permission
Click on the Action (3 vertical dots)  for the record which you would like to edit and click the **Edit** button.
Make the necessary changes and click **Save.**
## Delete User Permission
User permission once added can be deleted if no longer necessary.
To delete user permission
Click on the Action (3 vertical dots)  for the record which you would like to delete and click the **Delete** button.
Give your confirmation in the popup and the record will be deleted
## View User Permission
You can choose to view the user permission that you have created.
To view user permission
Click on the Action (3 vertical dots)  for the record which you would like to view and click the **View** button.
You can see all details of **User Permission**
## Permission Matrix
# Company
QuickAppFlow allows you to add a company with all the necessary details. Company details provide context about the customer's business, helping sales and support teams tailor their interactions.
## Create and Manage Company
You Can Create a company in the following ways:
1\. Create Company Individually
2\. Import Company
## Create Company Individually
To create company
Go to **Sales** and click on **Company**
On the Company page click on **+New** to add a new company
Add all the details and click on **Save**
The newly added **Company** will be in the first position on the list
## Import company
When you have a vast list of contacts in a spreadsheet and you would like to add them as a **Company** in your system, you can import the file and add them as Companies.
On the **Company** page, click on the **Import** button
You can **Download Template** in xlsx format
Make Sure you fill up all **Required Fields** data while importing data
Click on **Upload bulk data** to upload your Company list
After uploading Customers in xlsx file format, you can see imported companies in the company list
# Company Activity
## View Company Details
In **Company** Click on the Action menu (3 vertical dots)  for the customer which you would like to view and click the **View** button
You can see all the details of the **Company**
## Edit Company
In **Company** Click on the Action menu (3 vertical dots)  for the customer which you would like to edit and click the **Edit** button
Add all edit details and **Save**
## Delete Company
In **Company** Click on the Action menu (3 vertical dots)  for the customer which you would like to edit and click the **Delete** button
Give your confirmation in the **popup** and the record will be deleted
# Company
Create and Manage Company
QuickAppFlow allows you to add company with all the necessary details. Company details provide context about the customer's business, helping sales and support teams tailor their interactions.
You Can Create company in following ways
1\. Create Company Individually
2\. Import Company
Create Company Individually
To create company
Go to **Sales** and click on **Company**
On Company page click on **+New** to add new company
Add all the details and click on **Save**
The newly added **Company** will be at the first position in the list
Import company
When you have a huge list of contacts in a spreadsheet and you would like to add them as a **Company** in your system, you can import the file and they will be added as Customers.
In **Company** page, click on **Import** button
You can **Download Template** in xlsx format
Make Sure you filled up all **Required Fields** data while importing data
Click on **Upload bulk data** to upload your Company list
After uploading Customers in xlsx file format, you can see imported customers in customer list
# Bulk Edit Lead
Bulk edit enables users to modify and remove multiple records.It streamlines the editing process and enhances productivity by offering to manage and update data in larger quantities within the system.
## Bulk edit
Go to **Sales** and click on **Leads**
In leads, click on the the **list view**
In the list view select the records that you would like to edit in bulk
As you select the records **edit and delete** buttons will be enabled
Click on the **Edit button**
Select the value in the pop-up and click on **+ button**
If you select the pipeline field, the **lead status** associated with it will also be selected
Select the **pipeline** and lead status and click on **save**
**Pipeline and lead status** will be changed for the selected records
## Bulk Delete
Go to **Sales** and click on **Leads**
In leads click on the **list view**
In the list view select the records that you would like to **delete**
As you select the records **delete** buttons will be enabled, click on the **delete** button
Give your confirmation in the pop up and the records will be deleted
# Bulk Edit Opportunity
Bulk edit enables users to modify and remove multiple records.It streamlines the editing process and enhances productivity, offering to manage and update data in larger quantities within the system.
## Bulk edit
Go to **Sales** and click on **Opportunity**
In the opportunity, opportunity click on the **list view**
In the list view select the records that you would like to edit in bulk. If you would like to edit the **assigned to** member, select the records.
As you select the records **edit and delete** buttons will be enabled
Click on the **Edit button**
Select the value in the pop-up and click on the **+ button**
Select the **assigned to** member and click on **save**
New **assigned to member** will be changed for the selected records
## Bulk delete
Go to **Sales** and click on **Opportunity**
In the opportunity click on the **list view**
In the list view, select the **records** that you would like to **delete** in bulk.
As you select the records **edit and delete** buttons will be enabled
Click on **Delete button**
Give your confirmation in the pop-up and the records will be deleted
# Bulk Edit Customer, Contact and Company
## Bulk edit customer
Go to **Sales** and click on **customer**
On the customer page, click on the **list** **view**
In **list** view, select the record that you would like to **edit** in **bulk**
As you select the records, the **edit and delete** buttons will be enabled
Click on the **Edit button**
Select the value in the **pop-up** and click on the **+ button**
Select the **billing city** and click on **save**
A new **city** will be added for the selected records
## Bulk delete customer
Go to **sales** and click on **customers**
On the customer page click on the **list** **view**
Select the **records** that you would like to **delete**
As you select the records **edit and delete** buttons will be enabled
Click on the **Delete button**
Give your confirmation in the **pop-up** and the record will be deleted
## Bulk edit contact
Go to **sales** and click on **contacts**
On the **contact** page click on the **list view**
In the **list** view select the records that you would like to edit
As you select the records **edit and delete** buttons will be enabled
Click on the **edit**
Select the value in the pop-up and click on the **+ button**
Select the **assigned to** member and click on **save**
New **assigned to members** will be changed for the selected records
## Bulk delete contact
Go to **sales** and click on **contacts**
On the **contact** page click on the **list view**
In the **list** view select the **records** that you would like to delete
As you select the records **edit and delete** buttons will be enabled
Click on **delete**
Give your confirmation in the **pop-up** and the record will be **deleted**
## Bulk edit company
Go to **sales** and click on the **company**
On the company page click on **List** **view**
In the **list** view select the **records** that you would like to delete
As you select the records **edit and delete** buttons will be enabled
Click on **edit**
Select the value in the **pop-up** and click on the **+ button**
Select the **industry** and click on **save**
The **industry** will be changed for the selected records
## Bulk delete company
Go to **sales** and click on **company**
On the **company** page click on the **list** view
In the list view select the **records** that you would like to delete
As you select the records **edit and delete** buttons will be enabled
Click on the **Delete button**
Give your confirmation in the **pop-up** and the record will be deleted
# CRM Users
User can create/add new user in CRM
To add new user
Go to CRM
In CRM, go to Users
In Users click on +User
Select add new in the given pop up and click on next
Add all the details and save
New user will be added in the list
To add the existing employee in the CRM, click on the +Users
In the given pop up, select Add existing and click on the next
Select the user from the list and save
An existing user will be added in the CRM users
After adding the existing employee in CRM, user need to give the permission for CRM app
To give permission, go to permission tab and click on +Permission
Select the employee from the list, select the role and save
User will be added in the permission list
If user wants to change the permission, click on the 3 dots and select edit
Change the role and save
To add an existing employee in the team, go to Teams
Click on the 3 dots of the team in which you want to add the user
Select the user from the list and save
User will be added in the Team
# Create Invoice
User can create an invoice in customer
To create an invoice,
Go to CRM
In CRM, select the sales and go to customers
Select the customer and click on the customer name to open the detail page
In detail page, go to detail tab
In detail tab go to invoice details and click on +Invoice
Add all the details of invoice in Details tab and click on next
Add the product details in Order Items
Add discount and tax if any and click on the next
Check the review of created invoice
A record will be added in the Invoice details
To edit the invoice, click on the 3 dots and select the edit option
User can select any field to edit
If user wants to change the quantity of added product it can be edit in the edit option
If user wants to add a new product, click on Add new
Add the product
User can edit the added discount and tax, and it will be reflected on the review page
# WhatsApp Campaign
User can create a WhatsApp campaign in CRM
To create a WhatsApp campaign
Go to CRM
In CRM click on the Marketing and go to Campaign
On the campaign page click on the +Campaign to create a new campaign
Add the campaign name and select the template from the list as per the requirement
View the added template
Go to send
On this page select the entity and the CRM list for which a WhatsApp campaign will be execute.
In estimate recipient user can check the total no. of recipient
Click on the Save, a pop up will show, click on the Ok and a WhatsApp campaign will be saved in the list of campaign with the status draft
User can execute the campaign after saving the campaign, click on the send to execute the campaign
To execute the draft of a campaign click on edit option
Click on the send to execute the campaign
A confirmation pop up will show, click on the ok and the campaign will be executed
Once the campaign executed user cannot edit the campaign but delete it
# CRM List
User can create list of contacts, leads, and customers in CRM list to make the marketing campaign process smoothly
## Create CRM list for contacts
Go to CRM
In CRM click on the sales and go to List
In CRM List click on +New
Select the entity type contact, add all the details of list and save
A new list will be added in the record
Click on the 3 dots and select the edit option to edit the list
Select the filters as per requirement, click on the save and then click on Refresh button.
A list of contacts for the selected filters will be shown
## Create CRM list for Lead
Go to CRM
In CRM click on the sales and go to List
In CRM List click on +New
Select the entity type lead, add all the details of list and save
A new list will be added in the record
Click on the 3 dots and select the edit option to edit the list
Select the filters as per requirement, click on the save and then click on Refresh button.
A list of contacts added in the leads will be shown
## Create CRM list for Customers
Go to CRM
In CRM click on the sales and go to List
In CRM List click on +New
Select the entity type customer, add all the details of list and save
A new list will be added in the record
Click on the 3 dots and select the edit option to edit the list
Select the filters as per requirement, click on the save and then click on Refresh button.
A list of customers for the added filters will be shown
# Employee Helpdesk
An employee helpdesk, also known as an internal helpdesk or IT helpdesk, is a centralized support service within an organization that assists employees with various technical, operational issues.
# Create Ticket
To create ticket first need to create ticket form and configure workflow for approval.
Go to Repository app and configure ticket form.
Click on Add Repository button to create form
Enter Title, its description and select template as helpdesk and click on **Submit** button
Add fields which you want and click on **Save** button
A **New** form shows in the list
If you want update form then click on **Name** and edit form
## Configure Workflow
Click on **Name of Repository**
Click on **Edit Workflow** button
Configure Approval stages as you want and **Save**
Go to **Employee Helpdesk**(I-Helpdesk)
Go to **Services** to see created ticket
A **New** created ticket shows in the services
## Raise Ticket
When users encounter problems they can raise ticket to initiate the process of getting the problem resolved
Go to **Services**
Click on ticket which you want to **Raise**
Filled up all details and click on **Save**
Once you raise ticket, ticket shows in **My Ticket** and **My Dashboard**
# Manage Ticket
Once ticket is raising its goes through approval cycle which is configured in workflow
After ticket is raised its shows in My tickets of whose raise ticket in **My Dashboard** and **My Ticket**
After click on **View** button user is able to open ticket details page
In ticket details page shows all ticket details like ticket details, Requester details, Action log and task
When ticket is raised, initiator is able to see **Cancel** and **Update** button to update cancel request
After ticket is raised its assigned to **Support Team** and its shows in **Team Tickets**
**Support Team** will open ticket details page and assign ticket to any member of Support team
When ticket is assigned to support team member then ticket shows in **Pending Tickets** of that member
When ticket is assigned to Support team member it shows **Open** status and 4 actions **Cancel**, **Update, Complete** and **Reject** in ticket details page
Support Team member is able to add **Comments** and required **Attachments** and its shows in **Action log** of ticket details page
Support team member is able to update status with according ticket progress first it shows **Open** status
When Support Team(Approver) start working on ticket they will update **In Progress** status
If support team member (Approver) needs any other details from requester then he will update **Awaiting User Info** status
When Requester added input or needed details in ticket details page its status automatically changed **Awaiting Customer Info** to **In Progress**
If Issue is resolved, then support team member(Approver) update **Resolved** Status and it shows 6 actions
If issue is not resolved, then he will click on **Not Resolved** action and Status will be changed to **In Progress**
If issue is resolved, then Approver will click on **Close** Action and ticket will comes in **Completed Tickets**
Requester or Initiator is able to **Reopen** ticket after ticket is closed
When Requester **Reopen** ticket, its status changed to **Open** and tickets will again be assigned to Support team (First Approver)
Once the ticket is Closed, Initiator is able to fill up Feedback form
All Approvers is able to manage task related to that ticket in ticket itself
You can check all assigned task in **My Ticket**
# Update Ticket
You can update ticket form and workflow from services by clicking on setting
Go to **Services**
Click on **Setting** which is on ticket
After click on **Setting,** you can update ticket form
Click on **Edit Form** button to update form
Make necessary changes and click **Save**
To update Workflow, go to **Workflow Setting**
Make necessary changes and click on **Update** button
You can delete Workflow by clicking on **Delete** button
If you want to give permission to Initiator or any approver for fields (Hide, Editable or Read only) then click on Permission button
Configure fields and click on **OK** button
# User Mapping
Helpdesk permissions are designed to ensure that the right people have appropriate access to the information and functionality they need to effectively manage and resolve customer or user inquiries
## User Permission
To give access of E-helpdesk app follow Below steps
Go to **User Management** App
Go to **User Mapping** tab and click on **+New Record** tab
Select App name as **E-Helpdesk** and select users which you want to allow for E-Helpdesk and click on **Save** button
## Edit User Mapping
You can choose to edit the user mapping that you have created.
To edit user mapping
Click on the Action (3 vertical dots)  for the record which you would like to edit and click the **Edit** button
Make the necessary changes and click **Save**
## Delete User Mapping
User mapping once added can be deleted if no longer necessary
To delete user mapping
Click on the Action (3 vertical dots)  for the record which you would like to delete and click the **Delete** button
Give your confirmation in the popup and the record will be deleted
# User Permission
## Create Role
Permissions are often assigned based on user roles. Different roles may have different levels of access within the app. For example, an administrator might have full control permissions, while a standard user might have limited access
Go to **Permission** and click on **Role**
Click on **+Role** button
Enter **Role Name** and **Permission** and click on **Save** button
A New **Role** is added at the top
## Create Team
You can create team from team
Go to **Permission** and jump to **Team**
Click on **+Team** button to create team
Enter **Team Name** and **Users** which you want to add in the team (Here shows only those users which are mapped in user mapping)
A New **Team** is added at the top
## Give Permission to user or Team
You can give access of employee helpdesk app to individual or team
Go to **Permission** and jump to **Permission**
Click on **+Permission** button
Select Individual user or team and assign role which you want and click on **Save** button
## Edit User Permission
You can choose to edit the user permission that you have created.
To edit user permission
Click on the Action (3 vertical dots)  for the record which you would like to edit and click the **Edit** button
Make the necessary changes and click **Save**
## Delete User Permission
User permission once added can be deleted if no longer necessary
To delete user permission
Click on the Action (3 vertical dots)  for the record which you would like to delete and click the **Delete** button
Give your confirmation in the popup and the record will be deleted
View User Permission
You can choose to view the user permission that you have created.
To view user permission
Click on the Action (3 vertical dots)  for the record which you would like to view and click the **View** button.
You can see all details of **User Permission**
## Permission Matrix
# Out Duty Request
An out of duty request for attendance is a formal application by an employee to be excused from work due to personal reasons or emergencies, seeking approval for the absence.
To Raise Out Duty Request
To log in to the desktop, enter your username and password
Go to **E-Helpdesk** App.
Click on **Services**.
Click on **Out Duty Request**.
Fill out all details and **save** it.
Raised Request shows in **My Tickets**.
Go to **My Ticket** menu.
All raised request shows in **My Tickets**.
# Regularization Request
A formal request by an employee to correct errors or discrepancies in their recorded attendance, such as missed clock-ins or clock-outs, to ensure accuracy in their work hours.
To Raise Regularization Request
To log in to the desktop, enter your username and password
Go to **E-Helpdesk** App.
Click on **Services.**
Click on **Regularization Request**.
Fill out all details and **save** it.
Raised Request shows in **My Tickets**.
Go to **My Ticket** menu.
All raised request shows in **My Tickets.**
# FAQ and Details
FAQ: A list of common questions and answers to help users quickly resolve issues. Details: In-depth information or descriptions about a product, service, or process.
## **Configuring FAQ**
Go to E-Helpdesk.
Click on **Services** to manage service-specific information.
On the service cards displayed, click the **Settings** option (located on each card).
In the settings panel, go to the **FAQ** tab to begin adding FAQs.
Click on **+New Record** to add new FAQ.
Add question, answer and sequence and **save** it.
If we add a sequence, then the question will be clarified according to that sequence.
Once saved, the FAQ will appear in the grid view.
From there, you can edit or delete the FAQ, as well as view it using the 3-dot action menu.
FAQs can be viewed directly on the **Services** card by clicking on **FAQ**.
## **Configure Service Details**
On the service cards in the **Services** section, click on the **Settings** option (similar to configuring FAQs).
In the settings panel, switch to the **Details** tab.
Add the necessary **Request Details** in the provided fields.
Click **Save** to store the information.
Once saved, you can preview the details by clicking on the **Preview** button to ensure everything is entered correctly.
After adding the service details, users can view them on the **Services** card.
Navigate to the **Services** menu and click on **Details** to view the added information.
**Purpose of Configuring FAQs for Employees**
1. Instant Answers: Provides employees with quick access to solutions for common work-related questions.
2. Improved Efficiency: Helps employees resolve issues faster, improving workflow and reducing downtime.
3. Self-Service: Empowers employees to find information independently without relying on support teams.
4. Reduced Wait Times: Minimizes delays by eliminating the need to contact helpdesk for routine queries.
5. Consistent Information: Ensures all employees receive accurate, standardized responses across the organization.
6. Empowerment: Enables employees to troubleshoot and solve problems on their own, enhancing confidence and productivity.
**Purpose of Service Details**
1. Clear Service Information: Gives users a clear understanding of what a service includes, how it works, and any limits.
2. Request Guidance: Helps users know exactly what steps to follow when making a service request.
3. Transparency: Ensures users know what to expect, building trust and satisfaction.
4. Efficiency: Makes service handling smoother by reducing misunderstandings and unnecessary back-and-forth communication.
# Recruitment and ATS
A recruitment app is a software application designed to streamline and optimize the process of hiring new employees for organizations. It serves as a digital platform that facilitates various aspects
# Candidate Requisition
A candidate requisition, also commonly referred to as a job requisition or a job posting, is a formal document or process used by organizations to initiate the hiring process for a new employee.
## Create Candidate Requisition
Go to **Requisition** and click on **+ Candidate Requisition** button.
Enter the details in the create candidate requisition page.
Click on **Save** button.
A new **candidate requisition** is added at the top.
## Edit Candidate Requisition
The recruiter can choose to edit the candidate requisition you created.
To edit Candidate Requisition
Click on the action (3 vertical dots)  for the record recruiter would like to edit and click the **Edit.**
Make the necessary changes and click on **Save.**
## Delete Candidate Requisition
Candidate requisition once added can be deleted if no longer necessary.
To delete **Candidate Requisition**
Click on the action (3 vertical dots)  for the record recruiter would like to delete, and then click on **Delete.**
After giving the recruiter confirmation in the popup, the record will be deleted.
## View Candidate Requisition Details
You can choose to view the candidate requisition that you have created.
To view candidate requisition
Click on the Action (3 vertical dots)  for the record recruiter would like to view and click the **View.**
The recruiter can view all the details of the candidate requisition.
# Create and Manage Job
A job post, also known as a job advertisement or job listing, is a written announcement created by an employer or a hiring organization to attract potential candidates for a specific job vacancy.
## Create Job Post
QAF allows you to create Job Post in the following ways:
1. Create Job Post individually
2. Import Job Posts
## Create Job Post individually
To create contacts individually in two ways.
1. From Card View
2. From List View
Create Job Post from Card View.
Go to **Job Posting** menu.
Click on **More** option and click on **Add Job**.
Enter the details in the create **Job Post** page and click on **Save**.
The added **Job Post** is shown at the top.
Create Job Post from List View
Click on **list view** icon.
Go to **list view** and click on **More**.
Click on **Add Job** option.
Fill up all the job details.
Select the job template that needs to be assigned to the job post. The fields related to the added job template will be visible in the tracker.
If recruiter want to assign the job post to any other recruiter, then add the recruiter's name in the 'Assign To' field.
If recruiter want to publish on Careers Portal and Fresher opening portal, Select the Publish on Careers Portal and Show Freshers opening checkbox.
After completing all the details, click on **save**.
## Import records
When a recruiter has a large list of job posts in a spreadsheet and would like to add them to the system, they can import the file, and the job posts will be added.
Go to **Job Post** menu.
Go to **More** option and click on **Import**.
Recruiter can **Download Template** in xlsx format.
Make sure you filled up all **required fields** data while importing data.
Click on **Upload bulk data** to upload your job posts.
After uploading job post in xlsx file format. Recruiter can see imported job posts in job post list.
## Edit Job Post from Details Page
Recruiter can choose to edit the job post that they have created.
To edit job post
Go to **Job Post** menu.
Click on the job title that the recruiter wants to edit.
Click on **Edit** icon to edit update job post details.
Make the necessary changes and click **Save** button.
## Edit Job Post from List View
Go to **Job Posting** menu.
Click on list view.
Click on actions (3 dot) and select **Edit** option.
\
Make the necessary changes and click **Save** button.
## Delete Job Post
Job post once added can be deleted if no longer necessary.
To delete job post
Go to **Job Posting** menu.
Go to list view.
Click on **Delete** icon to delete job post.
## View Job Post Details
Recruiter can choose to view the job details that you have created.
To view Job Post
Go to **Job Posting** menu.
Click on **List View** icon.
Click on **View** Icon to view job details.
## Expired Job Post
Recruiter can see the expired job post .
Go to job posting and select show expired jobs filter and apply filter.
Full control user able to edit expired job post.
Click on edit icon.
Make the necessary changes and click **Save** button.
Full control user only perform export action.
Go to **more** and click on **Export**.
## Replicate Job Post
Replicating a job post involves creating a similar job advertisement to attract candidates for a specific position.
Go to **Job Posting** menu.
Click on **List View** icon.
Click on **Replicate** Option.
If recruiter click on the 'Replicate' option, a pop-up will appear, and they can view the replicated job post.
If recruiter click on Save button, Job post will replicate.
## Job Post Bulk Edit & Delete
It refers to a feature where multiple job postings can be edited simultaneously or in bulk.
Go to **Job Posting.**
Click on **List View** Icon.
Select multiple job posts which recruiter want to edit or delete at time.
\
Click on **Edit** option to edit job post.
Select fields which recruiter want to update and click on save.
After click on save job post will be updated.
Click on delete icon to delete multiple record.
## Details Tab
In the details tab, the recruiter can view details of the job post.
Go to job post **Detail** tab.
The recruiter can see a graph where they can check how many candidates have which status.
## Shortlist Tab
In shortlist tab, recruiter can see all candidates available in candidate database.
Go to **Shortlist** tab.
The recruiter can check candidates that match the job requirements and shortlist those candidates.
Recruiter can add candidate from shortlist tab.
If the recruiter wants to share the job description (JD) with any candidate, they should select the checkbox and click on the 'Share JD' button.
## Applied
Candidates who have applied for the job post from the career portal are shown in the **Applied** tab.
Go to **Applied** tab.
The recruiter can view the candidate's profile and shortlist them for the current job post.
## Job Offer
Candidates who have given offers are all shown in the offer tab.
Recruiter can add job offer for any candidate directly from Offer tab.
# Add Job Image
Adding a job post image involves including a visual element in the listing. This image can be uploaded from the local drive or selected from a media library.
Recruiters can upload images in two ways: through the **'local drive**' or the **'media library'**
## From Local Drive:
Go to **job posting** and open add job post form.
Click on upload and select **local drive.**
Select the image recruiter want to upload and **save** the form.
## From Media Library:
Add an image to the media library
Click on the **hamburger** icon and navigate to the **admin settings**
Click on the **Media Library** menu
Click the **'+' icon** to add an image file to the media library
Add a **title** and upload image/file and click on **save**
The latest added record is displayed at the top
## How to a add job image while creating job post:
Navigate to the **job posting** and open the new job post form.
Click on **upload** button
Click on **'Media Library'** to select and upload an image.
Select a Job image recruiter want to add to the job post and click on **select**
**Save** the form to complete the job posting with the added image
Recruiters can view the uploaded images on the **careers job portal**
# Create and Manage Candidate
"Candidates" are individuals applying for a job within an organization, expressing interest through the recruitment process from application to selection.
## Create Candidate
QAF allows you to create candidate in the following ways
1. Create Candidate individually
2. Import Candidates
3. Add candidates from career portal
## Create Candidates Individually
To create candidates individually in two ways.
A) From card view
B) From list view
Go to **Candidate Search** menu.
Click on **card view** icon.
Go to More option and click on **Add Candidate** button.
Enter the details in the Create Candidate page and click on **Save**
Click on **list view** icon
Go to More option and click on **Add Candidate** button
Enter the details in the Create Candidate page and click on **Save**
## Import Candidates
When recruiter have a huge list of candidates in a spreadsheet and they would like to add them as candidates in your system, recruiter can import the file and they will be added as Candidate.
Go to **Candidate Search** menu
Go to **More** option and click on **Import** button
Recruiter can **Download Template** in xlsx format
Make Sure you filled up all **Required Fields** data while importing data
Click on **Upload bulk data** to upload your candidate list
After uploading candidates in xlsx file format. You can see imported candidates in candidate list
## Add candidates from career portal
When candidate apply for job application from career portal applied candidates added in candidate list
Enter URL and **Career Portal** will open
Go to job details page by clicking on **Job Title**
Click on **Apply for this Job** button
Enter all details of candidate and click on **Save** button
Applied candidate shows in candidate list
## Edit Candidate
Recruiter can choose to edit the candidate that they have created.
To edit candidate in two way
1. Card view
2. List view
Go to **Candidate Search** menu
Click on **Candidate Name** which recruiter want to edit
Go to candidate details page and click on **Edit** icon
Make the necessary changes and click **Save**
From list view:
Go to list view and click on action (3 dot) icon
Click on edit which recruiter want to edit record
Make the necessary changes and click **Save**
## Delete Candidate
Candidate once added can be deleted if no longer necessary
To delete candidate in two way
1. Card view
2. List view
Go to **Candidate Search** menu
Click on **Candidate Name** which recruiter want to delete
Click on **Delete** icon to delete candidate record
**From list view:**
Go to list view and click on action (3 dot) icon
Click on **Delete** icon to delete candidate record
## View Candidate
Recruiter can choose to view the candidate details that you have created.
To view candidate in two ways
1. Card view
2. List view
Go to **Candidate Search** menu
Click **Candidate Name** which you want to View
Click on **View** Icon to view candidate details
**From list view:**
Go to list view and click on action (3 dot) icon
Click on **View** Icon which recruiter want to view candidate details
Recruiter can view candidate details
## Bulk Edit and delete candidate
Recruiter can choose to bulk edit and delete candidates that you have created.
## To **bulk edit** candidate
Go to list view and select candidates which recruiter want to edit
Click on edit
Select fields which recruiter want to edit in bulk and click on “+ “.
Add values and click on save.
User can see updated record
## To **bulk delete** candidate
Go to list view and select candidates which recruiter want to delete
Click on delete.
Give your confirmation in the popup and records will be deleted.
## Recruiter can see the candidate’s interviews, candidate document, Education, shortlisted for job, exam details and offer details in candidate details page
Click on candidate name to open candidate details page
Scroll down page and see the all grids
## Recruiter can perform action from candidate
Go to the Candidate Menu and Click on the View Icon.
After clicking on View, a pop-up window will appear displaying the candidate's details.
Select the candidate by checking the checkbox next to their name.
Once selected, the recruiter can perform actions such as Edit, Delete, Move, and other available actions from the action buttons.
To view more details or the candidate's history, click on the three-dot menu (⋮) next to the candidate's name.
This will allow the recruiter to access options to view detailed information and the candidate's activity history.
# Job Tracker
A job tracker is a system that centralizes and manages job or project progress, organizing and updating information efficiently.
# Add candidates in the tracker
Add candidates in the tracker in different ways
1. Add a candidate directly from the tracker
2. Import a candidate directly from the tracker
3. Add candidate through vendor
4. Add candidate from the existing database
5. Add candidate from the careers website
## Add a candidate directly from the tracker
Go to **Job Posting** and click on job title.
Go to **More** option and click on **Add**.
Details will be displayed on the form according to roles. Please enter the details on the 'Add Candidate' page and click **Save**.
The added candidate will appear at the top of the list in the tracker.
## Import a candidate directly from the tracker
Go to **More** option and click on **Import.**
Download the template and open the downloaded file.
Fill in the candidate data in the spreadsheet/file.
Click on **Upload Bulk Data** to upload the file.
If the candidate has already been added to the tracker, then the candidate will not be imported again.
## Add candidate through vendor
The vendor can log in to the vendor portal using its login ID and password.
The vendor is able to see all **current opening**.
Go to the job details page to upload a candidate for a particular job post.
On the job details page, the vendor is able to see all the job details.
To upload a candidate, click on **+Candidate**.
Details will be displayed on the form according to job roles. Please enter the details on the 'Candidate' page and click **Save**.
The uploaded candidate is shown in the list.
Once the vendor uploads a candidate, the candidate will be displayed in the job tracker for that specific job. The status will be "**Screening pending**," and the source will be listed as "**Agency**".
All candidates uploaded by the vendor will be shown in '**My Candidates**”.
## Add candidate from the existing database
Click on **shortlist candidate.**
Click on shortlist then candidate added in the tracker.
## Add candidate from the careers website
When candidate apply for job application from career portal applied candidates added in candidate list.
Enter career portal URL and **career portal** will open.
Go to job details page by clicking on **job title.**
Click on '**Apply for this Job'** button.
Enter all details of the candidate and click on the **Save**.
When a candidate applies, they appear in the 'Applied' tab. Clicking on **shortlist** adds the candidate to the tracker.
Candidates who have been added are displayed in the tracker with a "**screening pending**" status, and the source is identified as "**Career Portal**".
# Recruiter can perform different action
The **Recruiter** can perform a different action
1. Shortlist
2. Create HW test
3. HW submission reminder
4. Send HW test for review
5. Create technical test
6. Schedule interview- Round 1
7. Schedule interview- Round 2
8. Schedule interview- Round 3
9. Send offer approval
10. Send offer
11. Upload resignation
12. Upload document
13. Reject
14. Update profile
15. Move
16. Share JD
# Shortlist
The recruiter can shortlist one or multiple candidates at a time for a particular job post.
When the recruiter clicks on the ‘Shortlist’ action then pop up appears.
The recruiter click on yes then an email notification is sent to the candidate and the recruiter.
Status in the tracker is updated as **' Shortlisted,**' and a task activity is added as a '**Candidate is Shortlisted.'**
# Create HW test
The recruiter can click on the '**Create HW test'** action for a single candidate or multiple candidates at a time.
When the recruiter performs the '**Create HW test**' action, a popup is appear, allowing the recruiter to select the target date for uploading the handwriting test paper.
After performing the 'Create HW test' action, the system sends an email notification to the candidate with the login URL, notifies the recruiter, and changes the status to '**HW test - shared**' in the tracker.
Candidate can visits the URL, they can see the HW test template, download it, fill out the test, and upload the HW test paper before the target date expires, and the status changes to **‘HW test submitted’** in the tracker and an email notification is sent to the recruiter.
# HW submission reminder
If the candidate does not submit the HW test, the recruiter can send a notification.
The recruiter clicks on the '**HW submission reminder**' action, and a pop-up appears. The recruiter can send an HW test reminder to a single candidate at a time.
If the recruiter clicks '**yes**,' a reminder notification will be sent to the candidate, and an action-performed notification will be sent to the recruiter. The current status in the tracker will be updated to '**HW test reminded**,' and a task activity like '**Sent HW test reminder**' will be added to the history.
# Send HW test for review
Recruiter can performs the **'Send HW test for review'** action for single or multiple candidates, a popup is appear.
After the recruiter selects the **examiner,** they click '**yes**,' and the request is **assigned to the examiner.** The system sends an email notification to the examiner with login URL and credentials, and an action-performed email notification is sent to the recruiter.
The status will change to ‘**HW test—in review**’ in the tracker and a activity is added as a ‘**Send HW test for expert review’.**
The examiner verifies the test paper and provides feedback. The system changes the status to '**HW report submitted**' in the tracker, adds an activity as '**HW report submitted by examiner**,' and sends an email notification to the recruiter.
Recruiter can see the HW test feedback from view history, click on action (3 dots) and click on view history.
Go to ‘**HW Test Details’** grid.
# Create technical test
Recruiter can performs the **'Create technical test’** action, a popup should appear.
If a recruiter selects a **single candidate** to schedule a technical test, they need to choose the interview mode, meeting URL, scheduled time, contact person, and interviewer, and then click on **'Yes.**'
If a recruiter selects **multiple candidates** to schedule a technical test based on the next availability date, they need to choose the interview mode, meeting URL, contact person, and interviewer. Afterward, click on **'Yes'**.
When the technical test round is scheduled, the system sends email notifications to the candidate, sends an action-performed email to the recruiter, updates the status in the tracker as '**Technical test scheduled,**' and adds an activity as '**Scheduled technical interview'**.
After scheduling the technical test, the request is assigned to the interviewer and a notification is sent to the interviewer.
If the interviewer **selects** the candidate for this round and approves the request, the status changes to **'Technical test - passed'** in the tracker, The system sends email notifications to the recruiter and the candidate, and a task activity is added as a **'Technical round passed'.**
If the interviewer **rejects** the candidate for this round and approves the request, the status changes to **‘Technical test- failed’** in the tracker, The system sends email notifications to the recruiter and the candidate, and a task activity is added as a **'Technical round failed'.**
If the interviewer **holds** the candidate for this round and approves the request, the status changes to **‘Technical test- hold’** in the tracker, sent email notification to the recruiter and a activity is added as a '**Candidate is on hold for technical round'.**
Recruiter can see the technical test history from view history, click on action (3 dots) and click on view history.
Go to **‘Technical Test’** grid.
# Schedule Interview
Recruiters conduct multiple interview rounds, i.e. interview round 1, interview round 2, interview round 3, etc.
When recruiter click on **‘Schedule Interview – Round 1’** action then pop up is appeared.
If a recruiter selects a **single candidate** to schedule interview round, they need to choose the interview mode, meeting URL, scheduled time, contact person, and interviewer, and then click on **'Yes.**'
If a recruiter selects **multiple candidates** to schedule interview based on the next availability date, they need to choose the interview mode, meeting URL, contact person, and interviewer. Afterward, click on **'Yes'**. If next availability date is added, the interview is scheduled; otherwise, it is not scheduled.
When interview round is scheduled, The system sends email notifications to the candidate, sends an action-performed email to the recruiter, Updates the status in the tracker as **'Round-1/2/3 Scheduled,**' and activity is added as a ‘**Scheduled Interview Round 1/2/3'.**
After scheduling the interview round, the request is assigned to the interviewer and a notification is sent to the candidate and interviewer, Interviewer is able to fill out feedback when he clicks on the feedback link.
Recruiter can see the feedback from view history, click on action (3 dots) and click on view history.
Recruiters see the all interviews round feedback.
 
If the interviewer **selects** the candidate for this round and approves the request, the status change to **'Round-1/2/3 passed'** in the tracker, The system sends email notifications to the recruiter and the candidate, and a task activity is added as a **'Interview round 1/2/3 passed**’.
If the interviewer **rejects** the candidate for this round and approves the request, the status change to **‘Round-1/2/3 failed’** in the tracker, The system sends email notifications to the recruiter and the candidate, and a task activity is added as a **'Interview round 1/2/3 failed**’.
If the interviewer **holds** the candidate for this round and approves the request, the status change to **‘Round-1/2/3 hold’** in the tracker, The system sends email notifications to the recruiter and the candidate, and a task activity is added as a **'Candidate is on hold for round 1/2/3’**.
After scheduling the interview for round 1, the interviewer is able to fill out feedback including the CAS (Candidate Assessment Skill), Non-negotiable, and HR checklist when clicking on the feedback link. However, only the interviewer for round 1 fills out the HR checklist and Non-negotiable. Interviewers for rounds 2 and 3 are not able to fill out the Non-negotiable and HR checklist.
Go to **share your feedback** tab and fill out skill assessments.
Click on + Checklist.
Fill up checklist feedback and click on save.
Click on + Negotiable.
Fill out details and click on save.
After fill out the CAS, non negotiable and Checklist feedback, click on submit.
Interviewers can update feedback and submit it again before the request is approved. Once the request is approved, interviewers are not able to reopen the feedback link.
Interviewer see the previous round feedback in previous feedback tab.
# Cancel Interview
A recruiter can cancel the interview for one candidate at a time. If the current status is 'Technical test scheduled,' 'Round-1 Scheduled,' 'Round-2 Scheduled,' or 'Round-3 Scheduled,' the 'Cancel interview' option is enabled.
When the recruiter performs the ‘**Cancel Interview’** action, a pop up should appear.
When click on yes, the status change to **‘Technical test cancelled/Round-1 Cancelled/Round-2 Cancelled/Round-3 cancelled’** in the tracker, and a activity is added as a '**Technical test cancelled; Round-1/2/3 interview cancelled**'. The system sends email notifications to the candidate and the interviewer and an action-performed email is sent to the recruiter.
When the recruiter cancel an interview, the interview request is deleted from the interviewer's services and also from the interview scheduled grid.
# Send offer approval
The recruiter has the capability to send offer approvals for one candidate at a time, and when they perform the '**Send offer approval**' action, a popup is appear.
The recruiter selects the **approver**, fills out the details, clicks **save**, and the request will be **assigned to the approver.**
After performing the 'send offer approval' action, the status changes to **'Offer pending'** in the tracker, and an activity is added as '**Sent offer for approval.**' The system sends an email notification to the approver, and an action-performed email notification is sent to the recruiter.
The approver verifies the offer details and provide package, select status and approved request.
If approver select the status as **'selected'** then status changes to **'Offer approved'** in the tracker, and an activity is added as a '**Job offer approved',** and system sent email notification to the recruiter.
If approver select the status as **'Rejected'** then status changes to **'Offer rejected'** in the tracker, and an activity is added as a '**Job offer rejected',** and system sent email notification to the recruiter.
If approver select the status as **'Hold'** then status changes to **'Offer hold'** in the tracker, and an activity is added as a '**Offer is on hold',** and system sent email notification to the recruiter.
# Send offer
Recruiter can send offer to single candidate at a time, The recruiter performs the **'Send offer'** action, a popup appears.
After the recruiter fills out the offer details and clicks '**Save**,' the system sends an email notification to the candidate with the **attached offer letter**, and an action-performed email notification is sent to the recruiter.
Status change to ‘**Offer sent’** in the tracker and a task activity is added.
# Upload resignation
The recruiter can perform the '**Upload resignation**' action for a single candidate or multiple candidates at a time, and a pop-up appears.
If the recruiter selects the submission date and clicks **'yes,'** the system sends an 'upload resignation' notification email to the candidate with portal URL, and an action-performed email notification is sent to the recruiter. candidate is able to open link from email and upload resignation.
# Upload documents
The recruiter can perform the '**Upload documents'** action for a single candidate or multiple candidates at a time, and a pop-up appears.
If the recruiter selects the submission date and clicks **'yes,'** the system sends an 'upload documents' notification email to the candidate with portal URL, and an action-performed email notification is sent to the recruiter. candidate is able to open link from email and upload documents.
# Update Profile
The recruiter can perform the '**Update profile**' action for a single candidate or multiple candidates at a time, and a pop-up appears.
After the recruiter clicks **yes**, The system sends an notification email to the candidate with login portal URL, and an action-performed email notification is sent to the recruiter. and candidate is able to open link from email and update profile.
# Shared JD
Recruiters can share the job description with the single candidate or multiple candidates at a time.
Select candidates whom you want to share the JD with and click on **Action**.
Click on **Share JD**, when the recruiter performs the **'Share JD '** action, a popup should appear.
After the recruiter clicks '**yes,'** the system sends a job description email to the candidates, and an action-performed email is sent to the recruiter.
# Move Candidate
Moving a candidate from one tracker to another typically refers to transferring or shifting information about a job candidate from one recruitment or applicant tracking system to another.
The recruiter can select the single or multiple candidates they want to move to another tracker and click on **'Move**.'
When the recruiter clicks on the '**Move**' action, a popup should appear.
Select the job post to which the recruiter wants to move the candidate and click on **'Move.'**
.
Recruiters can view candidates in the tracker where they moved them.
# Copy Job URL
"Copy job URL" means duplicating the web link associated with a job posting for sharing or distribution.
The recruiter is able to copy the URL of a job post. each job post should have a unique URL.
Go to tracker, click on more and click on **Copy Job URL.**
Recruiters is able to share this URL on social media.
Candidates can able to apply for that job post with using this URL.
Once the candidate applies for the job through the URL, the candidate is added to the job applications for that job post.
# Duplicate Out
“Duplicate out" refers to the recruiter's action of permanently removing a candidate from consideration for a particular job post in the tracking system.
Go to the job posting and click on the **'Action**' in the tracker.
The recruiter can duplicate out only one candidate at a time from a particular job post.
When the recruiter clicks on the Actions, a popup appears.
The recruiter selects the candidate and click on Duplicate out.
After clicking on Duplicate out, a popup appears and click on yes.
After clicking **yes**, candidate will be **deleted** from the tracker.
# Propose Candidate
"Proposing a candidate" typically refers to recommending or suggesting a candidate for a position or opportunity.
The recruiter is able to select a candidate or a list of candidates and perform the **'Propose Candidate'** action.
Go to the **job posting**, go to tracker and select one or more candidates.
Click on **Actions** and select **Proposed Candidate**.
A pop up appears, select **propose approver** and click on **yes.**
Current status updated as **“Proposed”** in the tracker, Request assign to approver, and email notification sent to propose approver.
Open pending services from dashboard.
Click on **proposed candidate URL** from request details page.
The approver is able to view proposed candidates and approve or reject the candidate.
Click on Approve or Reject.
If the candidate is **approved**, the candidate's status in the tracker is updated to **'Candidate approved'.**
If the candidate is **rejected**, the candidate's status in the tracker is updated to **'Candidate rejected'.**
# On Hold
An "On hold” candidate in recruitment is someone whose application or candidacy is temporarily paused or delayed.
The recruiter is able to select a candidate or a list of candidates and perform the 'On Hold' action. Go to the job posting, go to tracker and select one or more candidates.
Click on **Actions** and select “**On hold**”.
After performing the 'On hold' action, a pop-up appears. Add the reason for putting the candidate on hold and click **'Yes'**.
Once the recruiter performs the 'On Hold' action, update current status in the tracker to **'On hold**,' send an email notification to the recruiter, and add an activity in the candidate's history indicating that the ‘**Candidate is on hold**.’
# Move to Talent Bank
A "Talent Bank" is a feature that allows recruiters to store potential candidates for future job opportunities.
Go to **job posting**, in the tracker click on **Actions**.
The recruiter can move a candidate to the talent bank at a time for a particular job post.
When the recruiter clicks on the **Actions**, a popup appears.
The recruiter selects the candidate and clicks on '**Move to Talent Bank**.' After clicking, a popup appears. Once the recruiter fills out the reason, they click on '**Yes'.**
A candidate is added to the Talent bank, the current status is updated to **"Moved to TB"** in the tracker and a activity is added as **candidate is moved to the talent bank**.
Recruiter can view the added activity, click on the (3dots) **icon**, then select **View history**, and click on the **Activity**.
Go to Talent Bank.
A candidate is added to the **Talent bank** at the top of the list**.**
# Reject
When the recruiter performs the '**Reject**' action, a popup will appear, prompting the recruiter to select one of the following actions:
1. **Reject PSCH test**: Choose this option to reject the candidate's psychometric test.
2. **Reject TECH test**: Choose this option to reject the candidate's technical test.
3. **Reject HW test**: Choose this option to reject the candidate's handwritting test.
The recruiter adds the rejection reason and click on save without selection any action. 
Status change to ‘**Rejected**’ in the tracker, a task activity is added as ‘**Candidate is rejected’** and a notification sent to the candidate.
## Reject Psychometric Test:
Perform reject action and adds the rejection reason and select the action **Reject PSCH test** and click on save.
After performing Reject PSCH test action, Final status change to ‘**PSCH test rejected**’ in the tracker, a task activity is added as ‘**Psychometric test rejected**’ and a notification sent to the candidate.
## Reject Technical Test:
Perform reject action and adds the rejection reason and select the action **Reject TECH test** and click on save.
After performing Reject TECH test action, Final status change to ‘**TECH test rejected**’ in the tracker, a task activity is added as ‘**Technical test rejected**’ and a notification sent to the candidate.
## Reject HW Test:
Perform reject action and adds the rejection reason and select the action **Reject HW test** and click on save.
After performing Reject HW test action, Final status change to ‘**HW test rejected**’ in the tracker, a task activity is added as ‘**HW test rejected**’ and a notification sent to the candidate.
# Psychometric Test
Go to **Recruitment**.
Go to Job Posting, Add or edit job post and add the **PSCH Test ID** and **PSCH Test Name** and save it.
Open the job details page.
Select a candidate and click on **Action**.
Click on the **Share PSCH test**. The recruiter can share the PSCH test with only one candidate at a time.
After performing the action, the recruiter can see the confirmation pop-up. Click on **Yes**.
After clicking on Yes, send an email notification to the candidate and update the current status to **PSCH test shared** in the tracker.
The candidate opens the link from the email and takes the test. After completing the test, the status changes to **PSCH test submitted** in the tracker, and the recruiter receives an email notification of the completed test. The recruiter can then download and view the test report.
The recruiter views the report and manually changes the status in the tracker to **PSCH test passed** or **PSCH test failed.**
# Psychometric Test Reminder
If the candidate does not submit the psychometric test, the recruiter can send a notification to the candidate. The recruiter can send the reminder when the current status is 'PSCH test shared.'
The recruiter clicks on the 'Send PSCH test reminder' action. The recruiter can send a PSCH test reminder to a single candidate at a time.
After performing the 'Send PSCH test reminder' action, an email notification will be sent to the candidate. The current status in the tracker will be updated to 'PSCH test reminded,' and a task activity like 'Sent psychometric test reminder' will be added to the activity log.
# Technical Test Reminder
If the candidate does not submit the technical test, the recruiter can send a notification to the candidate. The recruiter can send the reminder when the current status is 'TECH test shared.'
The recruiter clicks on the 'Send TECH test reminder' action. The recruiter can send a TECH test reminder to a single candidate at a time.
After performing the 'Send TECH test reminder' action, an email notification will be sent to the candidate. The current status in the tracker will be updated to 'TECH test reminded,' and a task activity like 'Sent technical test reminder' will be added to the activity log.
# Quickbook Test
Create Quickbook Test:
When the recruiter performs the **'Quickbook test’** action, a popup should appear
The recruiter needs to select the interview mode, meeting URL, and interviewer, and then click on 'Save'. If next availability date is added, the interview is scheduled in bulk; otherwise, it is not scheduled.
When quickbook test round is scheduled, a notification is sent to the candidate, status in the tracker is updated as **'QB test scheduled,**' and a task activity is added
After scheduling the quickbook test, the request is assigned to the interviewer and a notification is sent to the interviewer. Interviewer select the interview status and upload **Quickbook feedback report**.
If the interviewer **selects** the candidate for this round and approves the request, the status change to **QB test passed** in the tracker, sent email notification to the candidate and recruiter and a task activity is added.
If the interviewer **rejects** the candidate for this round and approves the request, the status change to **QB test failed** in the tracker, sent email notification to the recruiter and candidate and a task activity is added.
# Bulk Edit and delete candidate
## Bulk Edit and delete candidate from tracker
Recruiter can choose to bulk edit and delete candidates that they have created.
## To **bulk edit** candidate
The recruiter can select the candidates they want to edit and click on **'Edit.'**
Select the fields that the recruiter wants to edit in bulk and click on '**+**'.
Add values and click on **save**.
Recruiter can see updated record in the tracker.
## To **bulk delete** candidate
The recruiter can select the candidates they want to delete and click on **'Delete.'**
Confirm in the popup, and the records will be deleted.
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