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Textile CRM Short description yahan

Wortal Order Short description yahan

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Wortal Inventory Short description yahan

Introduction

Lead/Inquiry

Introduction
Lead List View
Create Lead
Lead Detailed View
Conversion to Deal
Bulk Actions (Mass Operations)
Activity Logged Detailed View
Activity Panel For Lead

Deal

Introduction
Deal List View
Create Deal
Bulk Actions (Mass Operations)

Role

Introduction
Role Details
Permission Levels & Access
Real Business Scenarios
Why OWN Permission
Permissions & Role Management
Roles, Permissions & Security

Meeting

Example Flow
Introduction
Top Actions
List View
Meeting Dropdown And Columns

Quotation

System Behavior And Workflow
Introduction
List View
Create Quotation
Search, Sort And Filter
Quotation Overview
Preview Action
Quotation Preview (Read-only)

Outward

How Outward Stocks
Introduction
Outward details And Actions

Call

Introduction
Top Actions
Log Call and Follow-up Flow
List View
Detail Behavior
Category Dropdown
Practical Call Usage And Example Scenario
Call Types & Business Logic Flow

Visit

Introduction
Categories Dropdown
Top Actions
Check In And Follow Up a Visit And Check Out
List View
Action Menu, Filter And Columns
Visit Flow And Importance

Person

Introduction
List View
List Panel And Detail View
Top Actions
Key System Logic
Information And Organization Details
System Logic And Strategic Strength

Organisation

Introduction
List View
Organization Details
System Logic And Strategic Strength
Create Organization & Basic Details
Organization’s Layout, Controls And Filter
Architectural Strength

Business

BUSINESS SETTING MODULE

User

Introduction
Create / Invite New User
Textile Example & Mistakes
Understanding User Roles

Lead Setting

Introduction
Complete Guide
Lead Best Practices
User Assignment & Impact
Branch Assignment & Impact
Use Cases, Best Practices & System Logic

Deal Setting

Introduction
Complete Guide
Deal Impact & Best Practices
Lead vs Deal & Controls

Quotation Setting

Introduction
Complete Guide
Quotation Impact & Best Practices

Call Setting

Introduction
Complete Guide
Textile Practices & Checklist

Contact Setting

Introduction
Contacts Structure & Best Practices
Complete Guide
Trash Management & Security

Trash

Introduction
Trash Management & Security
Complete Guide

Inventory

Inventory Details
Introduction

Inward

Introduction
Inward details And Actions
How Inward Stocks

Billing

Introduction
List View
Business Examples & Best Practices
How To Create Invoice
Common Mistakes And Best Practices
E-Way Bill

Billing Setting

Configuration Tabs Overview
Transportation And Sales Person
Field Settings
Business Logic And Business Example
Voucher Series And Configuration

Transfer

Introduction And List View
Transfer Details And Invoice View
Transfer Entry

Order

Introduction
Order Return And Order Cancel
List View
Create Order And Detail View
Order Lifecycle And Status Logic

Order Setting

Complete Guide

Task

Introduction
Filter And Action
Task Details
List View And Mass Activity
System Logic And Behavior
Task Settings And Trash

Introduction

The Inward module is used to record stock additions.

1.1 Common Use Cases

Purchases
Stock adjustments
Returned items

On This Page

Mobile app

Company

About Us
Privacy Policy
Terms & Conditions
Blogs
Contact Us
Partner with us

Our Products

Sales CRM Software
Inventory Management Software
Task Management Software

Solutions

Textile ERP
Reale state CRM
IT & SaaS CRM

Features

Order Management
Lead Management
Tele Calling CRM
Invoicing
Ewaybill & Einvoicing
Warehouse Stock
Stock Management
B2B Integrations
Workflow Automation
Field Sales Tracking
GEO Tagging Attendance
Time Sheet
WhatsApp API Integration
Sales Pipeline
Reports & Analytics
AI Catalog Design
Quotation Management

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