Table Of Contents

Sales CRM Mobile Application

1. Introduction

1.1 Overview

1.2 Purpose of the App

1.3 System Requirements

2. Getting Started

2.1 Installation

2.1 Account Creation

2.3 Usage of App

3. User Interface

3.1 Main Screen

3.2 Navigation

4. Employee Level Features:

Employee Login:

4.1 Login:

4.2 Dashboard:

4.3 Punch In/Punch Out:

4.4 Add Client:

4.5 Activity Dashboard:

4.5.a Add Activity:

4.5.b Activity List:

4.5.c Client Details:

4.6 More:

4.6.a Leave Request:

4.6.b Leave History:

5. Manager Level Features:

Manager Login:

5.1 Login:

5.2 Dashboard:

5.3 Punch In/Punch Out:

5.4 Add Client:

5.5 Activity Dashboard:

5.5.a Add Activity:

5.5.b Activity List:

5.5.c Client Details:

5.5.d Client Associates:

5.6 Employee Location:

5.7 More:

5.7.a Leave Request:

5.7.b Leave History:

5.7.c Pending Approvals: