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CONFIGURATION SETTINGS

To Change/Edit Configurations setting, follow the below steps:-

  • Login to admin panel
  • Click on Configurations

It will show you eight sub menu as follows:-

1) Category :- With this option , you can add , edit & delete category.

(a). Add New Category:- Click here to Add a New Category Enter the required fields as follow:-

After Entering category name , click on ‘Save’ button.

(b). Edit:- Click here to edit any existing category. It will navigate you to the other page, titled ‘Edit Category’. Edit details as follow:-

Edit the existing User Details and Click on ‘Update’ button.

(c). Delete:- Select desired Category to delete & Click here to delete the existing Category.

2) Product:- With this option , you can add , edit & delete products.

(a). Add New Product:- Click here to Add a New Product , enter the required fields as follow:-

Select the Category and  enter the Product name , click on " Save " button.

(b). Edit Product:- Click here to edit any existing product. It will navigate you to the other page, titled ‘Edit product’. Edit details as follow:-

Edit the existing Product Details and Click on ‘Update’ button.

(c). Delete:- Select desired Product to delete & Click here to delete the existing Product.

3). Source: - With this option , you can locate the actual source from where the lead is generated . Yo can add , edit and delete source as shown below :-

(a). Add New Source:- Click here to Add a New Source, Enter the required fields as follow:-

Enter the source name  and click on ‘Save’ button.

(b). Edit Source:- Click here to edit any existing source. It will navigate you to the other page, titled ‘Edit Source’. Edit details as follow:-

Edit the existing source Details and Click on ‘Update’ button.

(c). Delete:- Select desired source to delete & Click here to delete the existing source.

4). Type: - With this option , you.can add , edit and delete type as shown below :-

(a). Add New Type:- Click here to Add a New Type , enter the required fields as follow:-

Enter the type name  and click on ‘Save’ button.

(b). Edit Type:- Click here to edit any existing type. It will navigate you to the other page, titled ‘Edit Type’. Edit details as follow:-

Edit the existing Type Details and Click on ‘Update’ button.

(c). Delete:- Select desired Type to delete & Click here to delete the existing Type.

5). Status: - With this option , you can mention status on the leads (eg. close , dead , in process etc.) We can add , edit and delete the status.

(a). Add New Status:- Click here to Add a New Status , enter the required fields as follow:-

Enter the status name and choose the color of the lead. Click on the 'Save' button.

(b). Edit Status:- Click here to edit any existing status. It will navigate you to the other page, titled ‘Edit Status’. Edit details as follow:-

Edit the existing Status Details and Click on ‘Update’ button.

(c). Delete:- Select desired Status to delete & Click here to delete the existing Status.

6). E-mail Settings: - Select the email type between the local host and SMTP , and click on ' Save Settings' button.

7). Site Settings :- With this option , you can change various below mentioned options being used in site.

a) Full Name: - Enter the desired name.

b) Middle Name :- Enter the middle name.

c) Last Name :- Enter the desired last name.

d) Address :- Enter the desired address.

e) City :- Enter the city name.

f) Facebook: - Enter the Facebook link.

g) Twitter :- Enter the twitter link

h) Company Name :- Enter the company name.

i) Phone / Mobile :- Enter the desired phone / mobile number.

j) Company phone / Mobile: - Enter the company phone / mobile number.

k) Company Facebook :- Enter the company Facebook link.

l) Company Twitter :- Enter the company twitter link.

m) Company Trade :- Enter the company trade

n) Remark :- If any remark , mention it.

o) Customization :- Enter the customization details.

After entering all the required fields , click on the ' Save ' button.

8) , General :- On clicking this option , you'll be navigated to the other page named 'Configuration Options' , where you can make the necessary changes as shown below:-

a) Name of Site name :- Enter the desired site name.

b) Name of the Organisation: - Enter the organisation name.

c) Domain name :- Enter the desired domain name.

d) Organisation Email :- Enter the email of the organisation.

e) Time Zone :- Enter the Time Zone 

f) Currency :- Enter the currency 

g) Date format: - Enter the format for date.

h) Reminder :- Enter the number of reminders required.

i) Translation: - Put a tick on the Translation check box.

After entering the above details ,click on the 'Save' button.