Main Navigation Menu
This menu navigates to all the primary features of Deloz, i.e.
The Header Bar is common for all the menus in the navigation. It consists of the following information :
You can search for specific records by whatever information you have or through an advanced search that will find specific records for you.
By clicking on the task icon, you will find all the notifications of the project the user is subscribed to or the projects the user is following.
By clicking on the task icon , you will find all the updates of the task which have been assigned to the user for a period of 7 upcoming days.
In this area you can edit all your personal information, account information, picture settings. You can also log-out of your account from here.
Deloz is designed to perform your tasks more efficiently through well designed navigation menu at left hand side. It directs the user towards all the features, i.e. pipeline, leads, contacts etc.
System administrators are permitted to see all the available menu options and they can edit the permissions for other users also. If you find problems in performing a specific task, you can contact us by clicking here.
The dashboard gives you a quick look into all the tasks performed within your project and the scope of your project. It is divided into the following categories :
This section gives you all the insights on the scope of the user in regard to sales, leads, and pipeline.
This is further divided into 3 more categories :
This gives you a sum of the all the deal value that is on the table from the specific number of open deals assigned only to you.
This gives you an estimation of the entire deal value inside all the pipelines by the number of open deal
This gives you an account of the number of leads added today along with the value it carries.
This gives you an account of the number of leads added this month along with the value it carries.
This gives you the value of sales made each day along with the number of the sales made.
This gives you the value of sales made each month along with the number of the sales made and the conversion rate for those deals.
In this section, you can find the latest actions performed by the users related to the account he/she is a part of .
Entries in Feed can be expanded, in case one or more activities are linked to the entry.
Upcoming To do
In the upcoming To do’s positioned on the right side screen , you will find all the upcoming activities related to the account the user is a part of or the deals the user is following.
Published on: 12 / 31 / 2017