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Business Forecast & Revenue Tracking
Business Forecast & Revenue Tracking Navigation: Header → Business Forecast (Admin only) Revenue Quota Management Allocates monthly and quarterly revenue targets to individual sales…
Activity Stream & Notifications
🔔 Activity Stream & Notifications Notification Bell Navigation: Header → Bell Icon Tabs: All · Leads · Follow-ups · Deals · Users.Real-time alerts when…
Personal Settings
⚙️ Personal Settings Navigation: Header → Profile Avatar → Personal Settings Setting What You Can Do Profile Info Update profile picture, display name, designation…
User Roles, Permissions & Access Matrix
User Roles, Permissions & Access Matrix iSales CRM has 2 login types. Employees are not a separate login — they are added and managed…
Admin Settings
🔧 Admin Settings Navigation: Header → Profile Avatar → Personal Settings (Admin view) Profile & Corporate Overview Update profile photo.View company name, email, website,…
FAQs & Troubleshooting
❓ FAQs & Troubleshooting 🔐 Account, Roles & Access Hierarchy Q: What is the difference between an Individual Account and an Organization Account? Individual…
Routing & Navigation Cheatsheet
🗺️ Routing & Navigation Cheatsheet Module / Page Access Path Who Can Access Landing / Pre-Login Direct URL Public Register (Individual) Pre-Login → Create…
Architecture & Multi-Tenancy Overview
Architecture & Multi-Tenancy Overview iSales CRM is built on a true multi-tenant architecture — each organization operates in a fully isolated workspace. No client…
