Employees
- How to add
a Role?
1. Login as an administrator
2. From the HR menu, click Add role
3. In the Manage Master Roles screen, enter the appropriate role name
in the Role Name field, select the appropriate task checkboxes for assigning tasks
to this role, select the permissions and dashboards checkboxes and click Add Role.
4. Will be prompted with a success message upon creating a master role.
- How to view
existing roles?
1. Login as an administrator
2. From the HR menu, click Add role
3. In the Manage Master Roles screen under Existing Roles, you can
view the list of roles like Finance Director, Marketing Associate, Revenue Assistant,
etc. Click on any role option (Ex: Company Secretary) to view the pre-selected tasks,
access Permissions and dashboard options, as assigned for
the selected role.
- Is it necessary
to select tasks and access permissions while adding a role?
No, it is not necessary to select tasks and access permissions while adding a role.
However, it is always preferred to assign the appropriate tasks and access permissions,
while adding a role.
- How to add
a position?
1. Login as an administrator
2. From the HR menu, click Add position
3. In the Manage Positions screen, select the appropriate option from the
Role list box, enter the "position name" in the Position Name field
and click Add Position. A confirmation message is
displayed, once you have successfully added the position.
- How to view
existing positions?
1. Login as an administrator
2. From the HR menu, click Add position
3. In the Manage Positions screen, select the appropriate option from the
Role list box to view the list of existing positions assigned to this role
in the List of Positions box.
- How to add
an employee?
1. Login as an administrator
2. From the HR menu, click Add Employee
3. In the Employee Details screen, fill in all the mandatory fields like
First Name, Last Name, Email, Password, Present address, City and so on.
Also select the appropriate "role", "position" and the reporting "manager" options
from the respective list boxes for this employee. Finally click Add
Employee. A message prompts upon successful creation of this new employee.
- Can employee
be created without adding roles and positions?
No, an employee cannot be created without adding roles and positions.
- How to view
an employee?
1. Login as an administrator
2. From the HR menu, click View Employees
3. In the Employees screen, a list of employees gets displayed in an alphabetical
order.
Ventures
- How to add
a venture?
1. Login as an administrator or the employee who has the permission to add a venture
2. From the Ventures menu, click Add Venture
3. In the Manage Ventures screen, fill in all the mandatory fields like Venture
Name, Venture caption, Venture Area, Venture Type and so on. Also
browse & upload the appropriate venture images (Layout, roadmap, etc) and then click
Add Venture.
4. A confirmation message is displayed upon successful creation of your venture
- How to edit
a venture?
1. Login as an administrator or the employee who has the permission to add a venture
2. From the Ventures menu, click Add Venture
3. In the Manage Ventures screen:
• Under Existing ventures, double click the selected venture name to display
the information of this venture in respective fields like Venture Area,
Available products, Venture caption and so on.
• Modify the data in any of the fields as desired.
• Finally click Update Venture.
• A message notifies that the selected venture details have been successfully updated.
- How to view
existing ventures?
1. Login as an administrator or the employee who has the permission to add a venture
2. From the Ventures menu, click View Ventures.
3. In the View Ventures screen, review the information of each venture like
"total plots", "available plots", "booked plots" and so on.
- How to add
a plot?
1. Login as an administrator or the employee who has the permission to add a plot.
2. From the Ventures menu, click Add Plot.
3. In the Add Unit details screen:
• Select the appropriate "venture" option from the Venture Name field to
add a plot in this venture.
• In the Unit Details section, fill in the appropriate information in the
respective fields like Unit No, Unit Type, Block Name, Area and so on.
• Also click Select Coordinates to specify the co-ordinates for this new
plot.
• Finally click Add Unit.
• A confirmation message is displayed upon successful creation of your plot.
- How to edit
a plot?
1. Login as an administrator or the employee who has the permission to edit a plot.
2. From the Ventures menu, click Add Plot.
3. In the Add Unit details screen:
• Select the appropriate "venture" option from the Venture Name list box
under which the appropriate plot, which needs to be edited is located.
• In the Existing Units field, double click the appropriate plot, which needs
to be edited.
• Review and modify the displayed data of the selected plot in respective fields
like Unit No, Unit Type, Block Name and so on.
• Finally click Update Unit.
• A confirmation message is displayed notifying that the details of the selected
plot have been successfully edited.
- Should payment
plan be selected while adding plot?
No, it is not necessary to select a payment plan while adding a plot.
- Can we create
a new payment plan?
Yes, we can create a new payment plan.
- How to delete
a plot?
1. Login as an administrator or the employee who has the permission to delete a
plot.
2. From the Ventures menu, click Add Plot.
3. In the Add Unit details screen:
• Select the appropriate "venture" option from the Venture Name field under
which the appropriate plot, which needs to be deleted is located.
• In the Existing Units field, double click the appropriate plot, which needs
to be deleted.
• Click Delete to delete the selected plot.
• A message prompts asking confirmation to delete the selected plot. Click OK
in this message to finally delete the selected plot.
- How to add
a payment plan?
1. Login as an administrator/employee who has the permission to add a Payment plan
2. From the Ventures menu, click Add Payment Plan
3. In the Payment Plan details screen:
• Select the appropriate "venture" option from the Select Venture list box
to add a payment plan for this plan.
• Fill in the required information in the remaining fields like Payment Plan Title,
Product Type, Registration Amount and so on.
• Finally click Create payment Plan.
• A message prompts that you have successfully created a payment plan for the selected
venture.
Lead Management
- How to create
a lead?
1. Login as any employee
2. Select Add Lead from Leads Menu.
3. In the Customer Contact Information screen, fill in all the mandatory
fields like First Name, Last Name, Email and so on. Click Submit to
save the entries, creating this record. A message prompts
that the information has been submitted successfully.
- How to check
if lead is created or not?
Case 1:
You will be prompted with a message: "submitted successfully" after creation.
Case 2:
1. Login as an employee who has permission to view the "new lead"
2. From Leads Dashboard, select New
3. All leads under New status gets displayed
- Is it always
mandatory to add a plot while lead creation?
No, it is not mandatory, but optional to add a plot while creating a lead.
- How to add
a lead, if lead email id does not exist?
Application allows a user to create one id by typing the email id in the following
format: first name and last name at realtyerp.com i.e., fistname.lastname@relgo.com
- How to assign
a lead?
Pre- Requisite: Employee must have "Assign lead" Permissions.
1. In the Employee dashboard:
• Select the appropriate "Lead/customer" checkbox option, which you intend to assign
it to the desired employee.
• Under Assign Leads, select the appropriate "employee" option from the Assign
Leads to list box to assign a lead to this employee. Enter comments,
if necessary in the Comments field.
• Click Assign Leads.
2. A message prompts notifying that the lead has been successfully assigned.
- What happens
if leads are not assigned?
Leads are always in "New" status till they are assigned.
- How to update
the lead information?
1. In the Employee dashboard, click the selected "lead name" hyperlink.
2. In the Update Lead screen (of the selected lead):
• Review the existing information under various sections like Unit Information, Customer
Profile, Customer Graph and so on.
• If you intend to edit the profile of the lead, click Update Profile and
modify the existing data in the required fields under Update Details section
and then click Update.
• If you intend to change the password of this lead, click Change password
and enter a new password in the displayed pop-up window.
• Modify any other data under each of the sections as desired.
- How can
we schedule an event with a Lead?
1. In the Employee dashboard, click the selected "lead name" hyperlink for scheduling
an event with the selected lead.
2. In the Update Lead screen:
• Click the "date" icon next to the Next follow up Action column, enter the
event title & description and click Submit.
• A confirmation message is displayed notifying that the event has been successfully
added for the selected lead.
- Can we send
a notification from Update Lead screen?
There is no mechanism to send notifications manually from the Update Lead screen.
However, notifications are sent to appropriate persons based on the "next follow
up action" status. Click the date icon next to "Next follow up Action" column for
scheduling an event with the selected lead.
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