The best CRM for small, medium and startup company - SalesFundaa CRM

1. SalesFundaaFAQ New
1. Dashboard
2. Organization
 NewOrganization
 ViewActive
3. Contacts
 Add new
 Contact list
4. Tickets
 Newticket
 Ticket list
5. Enquiry
 Add new
 Enquiry list
 Service enquiry
 Products enquiry
6. Quotation
 Newquotation
 Quotation list
7. Invoice
 NewPerforma Invoice
 Performa listinvoice
 Newtax invoice
 Tax invoice list
8. SalesOrder
 Newsales Order
 Salesorder list
9. Work Order
 Issue work order
 Issuedwork order list
10. Challan
 Newchallan
 Challan list
11. Purchase
12. Project
13. Maintenance contract
14. Employee
15. Expense
16. Reports
17. MIS
18. Master

2. 1. Dashboard
Login to your CRM  ClickDashboard
Here you can view all the summary of the important activities like enquiry status, upcoming
reminders, invoice overviews, over dues reminder, stock, purchase overviews,
complaint status, comment count (see screenshot below)
2. Organization
In thissectionyoucan addorganizationdata(purchaser,vendoretc.) like companyname,contact
personname,mobile no.,Primaryemail,addressandotherimportantdetailsabout
organization.
 NewOrganization
How to add NewOrganization?
Clickon Organization NewOrganization
Fill upthe followingdetailsasshowninthe below screenshotandclickthe save button.

3. Nature of the Leadexplained:
Nature (i.e.Hot,Cold,Mature,& NotInterested)
Hot (red) meansleadisverymuchinterestedinbuyingyourproduct/service,
Cold(blue) means the chancesof the leadturningintoacustomerislow.
Mature (green) meanswhere the leadisconvertedintoacustomerand
NotInterested(Black) meanswhere the leadisnotinterestedinbuyingaproduct/service)
 ViewActive Only
How to access data of ‘ViewActive Only’
ClickOrganization  ViewActive Only
In thislistyoucan viewlistof organizationdataasshow in the below screenshot.

4. Selectaparticularorganization andyoucan performthe followingfunctions ashighlighted inRed
area inthe above screenshot.
Functionsyou can performto the selectedorganization:
 SendMessage:Sendsmessage tothe selectedorganization.

5. Selectthe organization Click‘Send message on selection’ write the message and clickSend.
 SendEmail: Sendemail tothe selectedorganization.
Selectthe organization Click‘Send Email on selection’  selectCampaignand click Send
ClickYes
 Move to trash/ delete:Deletesthe selected organization.
Selectthe organization Click‘Move selectedto Trash’  Yes
 Transfer ownership:Transferthe ownership i.e.Assign the particularitemtoyour
employee.
Selectthe organization Click‘Transfer selectedOwnership’ selectEmployee Name
Transfer  Click‘Yes’
 Import: Importthe data to the crm software throughanexcel sheet
 Export: Export (download) the selecteddatatoexcel sheet.
 Selectthe organization  ClickExport selectedtoexcel
Selectthe organization ClickExport selectedtoExcel.
Clickon the organizationname to geta detailedviewasshowninthe screenshotbelow.
Detailsof ticket(complaint)raised,enquirymade, meetings,quotation,invoicesgeneratedandthe
restof the information canbe viewed ashighlightedin yellow inthe above
screenshot

6. Clickon the ‘Three dots’onthe right handside andyou can performactivitiesforthisparticular
organization like creatingaticket(complaint),new enquiry,newquotation,new
performainvoice andother functions ashighlightedinRedinthe above screenshot.
If you wantto update any comments,write inthe commentscolumn andclickon‘Post’.
To seta reminderforthisparticularorganization,clickthe ‘Bell’icon
To schedule ameeting withthisparticularorganization,clickthe iconnexttobell icon.(see green
highlightedbox inthe above screenshot)
To change the nature of status forthisparticularorganization,clickonthe respective button(see
blue highlightedbox inthe above screenshot)andclickon‘Post’
3. Contacts
 Add New
How to add NewContacts?
ClickContacts  AddNew
Fill upthe following contactdetailsasshowninthe below screenshotandclick the save button.
 Contact List

7. How to viewexistingcontactlist?
ClickContacts –> Contact List
All the contacts whichyouaddedwill be shownhere.
4. Tickets
A Ticketisraisedwhenyouwantto intimate the supportteamaboutissuesfacedwhileusing the
productor service.Once the ticketisraised,the supportteamisintimatedand
actionis beingtakentoresolve the issue.
How to raise a NewTicket/Complaint?
ClickTicket  NewTicket 
Once you clickthe belowscreenwill appear.
Selectthe organizationagainstwhichyouwanttoraise a ticket.
Selectthe productagainstwhichyouwantto raise a ticket. Like inthe below screenshotwe are
raisinga ticketforSamsunggalaxymobile (seebelowscreenshot –redhighlighted
area)

8. Clickon the productand the belowscreenwill appearwhere youhave tomention the complaint
details.EnterSubjectline,selectthe appropriate dept.,selectpriority(seriousness
of the complaintashigh,normal,low), explainthe complaintindetail inthe main
bodyand click Save

9. Ticketiscreatedas seeninthe belowscreenshot.
 Ticket List
ClickTicket  Ticket List
Showsa listof ticketraisedsofar.
How to assigna ticket to an employee?
ClickTicket  AssignTicket visit Tickthe check box against the organizationname  click
‘AssignedEngineer’icon as shown in the belowscreenshot’s red highlightedbox.

10. Then, the followingscreenwill appearasshowninthe below screenshot.
Selectthe Engineername fromdropdownlistyouwantto transferthe ticketandclickTransfer.
Ticketissuccessfully transferredas showninthe below screenshot.ClickOK.

11. 5. Enquiry
 Add New
How to add NewEnquiry?
ClickEnquiry  Add New Update the fieldsas shownin the belowscreenshot  clickNext

12. Once you click next,the belowpage will appear where Product/service detailshas to be updated.
Enquiry can be of product or service,update as per your requirementneedand clicksave button
In the belowscreenshotpage you can perform the followingfunction:
- Postcomments andupdate its Nature to hot, cold, mature and not interested
- Create a quotationagainstthisenquiry
- Create Performainvoice againstthisenquiry

13.  Enquiry List
Shows the list of enquiriesand it’s status.
How to viewenquirylist?
ClickEnquiry  Enquiry List  click on an enquiryto geta detailedview
 Service Enquiry
Shows the list of service enquiry
How to viewService Enquiry?
ClickEnquiry  Service Enquiry  click on an enquiryto geta detailedview
 Products Enquiry
Shows the list of Products enquiry
How to viewProducts Enquiry?
ClickEnquiry  Products Enquiry  click on an enquiryto geta detailedview
6. Quotation
How to create a quotation?
ClickQuotation NewQuotation  Clickthe organizationagainst whichyou want to create a
quotation
Fill up the detailsas shown in the belowscreenshot and click next button.
To add quotation description,click,Master  Quotationdescription clickNew Addsubject
and descriptionand click save.

14. Once you click Next,the followingscreenwill appear where the product detailshas to be updated
by clickingthe + icon
If the quotationisof any service,the clickthe servicestaband update itsdetails
Similarly,updatedthe otherchargesandterms& conditions
Once you update all the detailsclick ‘save and show’ detailsbutton.

15. Hence Quotation is created!
 Quotation List
How to viewQuotation List
ClickQuotation  Quotation List  Click on any quotation to get a detailedview.

16. 7. Invoice
How to create Performa invoice?
ClickInvoice NewPerformaInvoice  clickon the organization name for whichyou want to
create Performainvoice
Once you click on the organization, the followingpage will showwhere invoice detailshave to be
updated. Click Next.

17. Clickon + icon and products tab and update the fieldsasshown in the belowscreenshot and click
save button.
Similarly,update services,other charges,terms & conditionsand address details and click ‘save
and show details’
Hence Performa Invoice is created.
 Performa Invoice List
How to viewPerforma invoice list?

18. ClickInvoice  PerformaInvoice List  click on the organization name to get a detailedview.
 NewTax Invoice
How to create New Tax Invoice?
ClickInvoice  NewTax Invoice clickonthe organization for which you want create newtax
invoice 

19. Clickon + icon  click products tab and update the following fieldsasshown inthe below
screenshot clickSave button.
Similarly,click on services,othercharges, terms & conditionsand addressdetails tab  click‘save
and show details’
Hence New Tax Invoice is created.

20.  Tax Invoice List
How to viewTax invoice list?
ClickInvoice  Tax Invoice List  clickon the organization name to get a detailedview.
8. Sales Order
How to create a NewSales Order?
ClickSales Order  NewSalesOrder  Clickthe organizationagainst whichyou want to raise a
ticket.
Once you clickthe belowscreenwill appear.

21. Fill upthe followingcontactdetailsasshowninthe above screenshotandclickthe Nextbutton.
Once you clickNext,the belowscreenwill appear.
Then, clickon ‘+’ iconand add fill upthe above detailsasshowninthe above screenshot andClick
Save icon button.

22. Now, update the ‘TermsandConditions’ byclickingonitstab as showninthe below screenshotand
click‘Save and showdetails’button.
The followingscreenwill appear andhence SalesOrderiscreated.
You can also edit,change the statusand cancel the salesorder by clickingthe respectivebuttonsas
highlightedinthe above screenshot.

23.  SalesOrder List
Containsthe listof salesordercreatedsofar and alsotheircurrentstatus (see below screenshot)
ClickSales Order  SalesOrder List  Clickon the Organizationname against which you want to
edit/viewsalesorder.
9. Work Order
ClickWork Order  Issue workorder clickon the organizationagainstwhichyouwanttocreate
workorder
Once you do that, the followingscreenwillappear

24. Update the fields mentionedasshowninthe above screenshotandclick next.
Enter the productdetails byclickingthe
Click+ icon underProductstab andfill upthe detailsasshowninthe below screenshot
Similarly,updateservices,othercharges,termsandconditionsbyclickingonthe respective tab and
clicksave.

25. Clickon Addressdetails andupdate the following detailsasshowninthe below screenshotandclick
Save
Once you save all the details, workorderwill be createdandthe followingscreenwillappear.
In the above screenyoucan also editthe workorder,update the status of the work orderto paid,
unpaidandcancel.

26.  IssuedWork Order
How to viewthe listof issuedwork order?
ClickWork Order  Issuedwork order  clickon the organizationagainst which
you want to viewwork order
10. Challan
How to create Challan?
ClickChallan  NewChallan  ClickOrganizationname for which you want to create new Challan
Once you click,the following screen will appear
Fill upthe detailsasshowninthe belowscreenshotandclicknextbutton
AfterclickingNext,the followingscreenwill appear

27. Click, +iconand enterthe detailsof the productas showninthe above screenshotandclickSave
iconbutton.
Similarly,updateInstallationproducts,termsandconditionsbyclicking the respectivetabs andclick
save.
Once you save the above details,challanisprepared asshowninthe screenshotbelow.

28. In the above screenyoucan editthe challan,change itsstatus to pending,delivered,outandcancel,
and alsocreate invoice againstthe challanfromthe highlightedareainthe above
screenshot.
You can alsodownloadthe challanfromthe above screen.
 Challan List
How to viewChallanlist?
ClickChallan  challan list
11. Purchase
How to create Purchase Order?
ClickPurchase  NewPurchase Order  ClickOrganization name for whichyou want to create
new purchase order
Once you click,the followingPage willcome up asshowninthe below screenshot. Fillupall the
detailsandclickNext
Afterclicking‘Next’youwill have toupdate the Productdetails byclicking+icon and clicksave
button (see belowscreenshot)

29. Similarly,update‘Services’and‘terms& conditions’detailsbyclickingthe respectivetab.
Once you update the details,click‘Save andshow details’ andhence Purchase Orderiscreated as
showninthe belowscreenshot.
 Purchase Order List

30. How to view/editPurchase Order?
ClickPurchase  Purchase Order List  clickon the organization name for which you want to edit
purchase order
Once you dothat, the followingscreenwillappear
Performthe followingfunctionsfromthe above screenbyclickingthe respective tab:
Convertthispurchase orderpurchase entry
Editthis purchase order
Cancel thisPurchase Order
Downloadthe purchase order.
 NewPurchase Bill
How to create New Purchase Bill?
ClickPurchase  NewPurchase Bill  click on the organizationname for which you want to edit
purchase bill
The belowpage will appear

31. Fill upall the necessarydetails andclicknext.
Thenadd Productdetailsandclicksave button.Similarly,update services,termsandconditions by
clickingonitstab.
Once you update the above details,click‘save andshow details’
Aftersavingthe detailsthe followingscreenwill appear andhence Purchase Bill iscreated.

32.  Purchase Bill List
 How to view/editPurchase Bill?
 ClickPurchase  Purchase Order bill  clickon the organizationname for which
you want to editpurchase bill
 Once you dothat, the followingscreenwillappear
Performthe followingfunctionsfromthe above screenbyclickingthe respective tab:

33. Editthis purchase bill
Cancel thisPurchase bill
Downloadthe purchase bill.
12. Project
How to create New Project?
Clickproject  NewProject  clickon the organization name for which you want to create a new
project.
Then,the followingpage will appear.Here youwill have toupdate the fieldsof the project asshown
inthe belowscreenshot.
Once you update the fields,clickNext
The belowscreenshotwill appear where projectdetails will be shown

34. Clickon each ofthe followingtabs to update its details:
Bill of Material: Update items,unit,rate,quantity,receivedquantity,remainingquantity,total
quantity
Task: Task name,taskno.,work hrs. Assigned,Progress%, startdt.,enddt.,status
Stock: Newstock,req.list,recd.Materials,issue material andstock
Manpower:Labour name,mobile no., aadharcard no.,pan card no.,work address,salary,total hrs,
salarytype.
Complaints:Ticketsubject,ticketdescription,priority,createdtime,lastupdatedtime,status,
repliedby.
A newticket/complaint canbe raisedfromhere.

35. How to assigna project?
ClickProject  ProjectList  click on the Projectname  click on AssignedPersonand select
personname
 Project List
How to viewproject list?
ClickProject  ProjectList  click on the Projectname to view the detailsof the project
 RequestList
How to viewrequestlist?
ClickProject  RequestList  clickon the Project name to viewthe detailsofthe request.
How to viewrequestapprove stock?
ClickProject  Requestapprove stock
How to viewProjectChallan?
ClickProject  ProjectChallan

36. How to viewProjectChallan?
ClickProject  Projectstock
How to viewEmployee ItemRequest?
ClickProject  Employee ItemRequest
How to viewBill of Material?
ClickProject  Bill of Material
13. Maintenance Contract
How to create a Maintenance contract?
ClickMaintenance contract NewContract  clickon the organization name against
which you want to create contract  click on the three dots (see highlightedareain
screenshot)  clickon NewMaintenance contract
Thenbelow screenwill appear.Update the fieldsasshowninthe below screenshotandclickSave.

37. Maintenance contract is successfullycreated.
 PendingInstallations
How to check products whichare pendingforinstallation?
ClickMaintenance contract  PendingInstallations clickonthe organizationname to view
product details,installationdetails,ticketraised for the contract.

38. See belowscreenshot
Products in warranty?
How to check products in warranty?
ClickMaintenance contract  products in warranty  List of products in warranty isdisplayed 
click on organization name to geta detailedviewofproducts in warranty
The belowscreenwill be appearshowingthe detailedview where youcan review andeditthe
contract.

39.  Products in Contract
ClickMaintenance contract  Products in contract  clickon the organization name to get a
detailedviewofthe product, contract visit and ticket raisedfor the particular product.
 UpcomingServices:
ClickMaintenance contract  UpcomingServices
List of upcomingServices isdisplayed.Youcanfilterthe datathe nearestdate of upcomingservice.
 Service Visit:
How to viewService visit?
ClickMaintenance contract  Service Visit List of products and the status of service visitis
displayed(see belowscreenshot)  clickonany ofthe product to update the status

41. Update the service visitdetailslike travelallowance,remarks, visitedandclick save
14. Employee
How to add Employee?
ClickEmployee NewEmployee
Fill upthe followingdetailsasshowninthe below screenshotandclickthe save button.

42. Employee created!
 Employee List:
How to viewemployee list?
ClickEmployee Employee List

43. List of employeeswill be displayed asshowninthe below screenshot.
Clickon the employeename toget detailed information (see below screenshot)
 Employee Group
How to add Employee group?

44. ClickEmployee Employee group click+ icon and add group name and click save button. See
belowscreenshot.
 Employee Shift:
ClickEmployee Employee shift Fill upthe fieldsasshown in the belowscreenshotand
click save button

45.  NewProduct Request
How to add NewProduct Request?
ClickEmployee NewProductRequest Fill up the fieldsas shown inthe belowscreenshot
and click Nextbutton
The up the detailsasshownbelow andclicksave and show details.

46. NewProductRequestiscreated.
15. Expense
Expensesincurredcan be enteredhere.
How to add expense data?
ClickExpense  click + icon and update the fields clickSave

47. 16. Reports
 AssignInstallation Engineer
How to assignengineerforinstallation?
ClickReports clickon the checkbox button for which you want to assign an engineer clickon
AssignedEngineerbutton  selectengineername and date of installation  clickTransfer
Hence Transferred!

48.  Warranty Period Product
How to viewproductcs which are in warranty period?
ClickReports  Warranty Period Product productsinwarranty are shown in a listed manner 
click on it to get a detailedview.
 Maintenance Services
How to viewMaintenance Services?
ClickReports  Maintenance Services  clickon it to geta detailedview.
 ServicesEngineers
How to viewServicesEngineervisitdetails?
ClickReports  ServicesEngineers  Listof service engineervisitisdisplayed
To update the data, click on the fieldand update travel allowance,visitedand remarks if any and
click save.
 AMC Product List
How to viewa list of AMC Products?
ClickReports  AMC Product List  List of products in AMCis shown

49.  Enquiry List
How to viewEnquiry List?
ClickReports  Enquiry List
 Service Enquiry
How to viewEnquiry List?
ClickReports  Service Enquiry
 Products Enquiry
How to viewProducts Enquiry?
ClickReports  Products Enquiry
 Enquire by Lost Reason
How to viewthe reasondue to which the enquiry was lost?
ClickReports  Enquire by Lost Reason
 Meetings
How to check all the meetings?

50. ClickReports Meetings Double clickonany of the meetingstoupdate/edit
 Comments
How to viewall comments?
ClickReports  Comments
 Quotations
How to viewall the quotations created?
ClickReports  Quotations  clickon it to get a detailedview.
 Invoices
How to viewall the invoicescreated?
ClickReports Invoices
 SalesOrder
How to viewall the Sales Order created?
ClickReports  SalesOrder click on it to get a detailedview.

51.  Issue Work Order
How to viewall the issuedWork Order created?
ClickReports  Issue Work Order  clickon it to get a detailedview.
 Overdue Invoices
How to viewall the Overdue Invoices?
ClickReports  Overdue Invoices  clickon it to get a detailedview.
 RequestList
How to viewall the RequestList?
ClickReports  RequestList  click on it to get a detailedview.
 Purchase Orders
How to viewall the Purchase Orders?
ClickReports  Purchase Orders  click on it to get a detailedview.
 Challan
How to viewall the Challan created?
ClickReports  Challan  click on it to geta detailedview.
 Purchase Bill
How to viewall the Purchase Bill created?
ClickReports  Purchase Bill  click on it to get a detailedview.
 Invoice against c form
How to viewall Invoice against c form created?
ClickReports  Invoice against c form  click on it to geta detailedview.

52.  Invoice Product
How to viewall the Invoice Product created?
ClickReports  Invoice Product  click on it to get a detailedview.
 Invoice services
How to viewall the Invoice servicescreated?
ClickReports  Invoice services clickon it to get a detailedview.
 Purchase Bill Product
How to viewall the Purchase Bill Product created?
ClickReports  Purchase Bill Product
 Purchase Bill services
How to viewall the Purchase Bill servicescreated?
ClickReports  Purchase Bill services
 Project
How to viewall Projectscreated?
ClickReports  Project  click on it to geta detailedview.
 Contracts
How to viewall Contracts created?
ClickReports  Contracts  click on it to get a detailedview.
 Tickets
How to viewall Ticketscreated?
ClickReports  Tickets  click on it to geta detailedview.

53.  Receivedcheque
How to viewall chequesReceived?
ClickReports  Receivedcheque
 Issuedcheque
How to viewall chequesissued?
ClickReports  Issuedcheque
 AssignTicket
How to viewall AssignedTicket?
ClickReports  AssignTicket  click on it to get a detailedview.
 AssignTicket visit
How to viewall visitsto AssignedTicket?
ClickReports  AssignTicket visit clickon it to get a detailedview.
 Ticket visit
How to viewall Ticketvisits?
ClickReports  Ticket visit click on it to get a detailedview.
 Stock
How to viewall stocks?
ClickReports  Stock  click on it to get a detailed view.
 Collectionstatement
How to viewall Collectionstatements?
ClickReports  Collectionstatement

54.  Statement
How to viewall Statement?
ClickReports  Statement
17. MIS
Here,you can access MIS (ManagementInformationSystem) reports?
 Invoice List Report
How to access Invoice List Report?
ClickMIS  Invoice List Report
Followingare the functionsyou can performfrom the highlightedarea in belowscreenshot:
- Display search window
- Print the report
- Prints the current page
- Export the report in variousfile formats and save it to the disk
 Quotation List Report

55. How to access Quotation List Report?
ClickMIS  Quotation List Report
Followingare the functionsyou can performfrom the highlightedarea in below
screenshot:
- Display search window
- Print the report
- Prints the current page
- Export the report in variousfile formats and save it to the disk
 Performa Invoice listReport
How to access PerformaInvoice list Report?
ClickMIS  Performa Invoice listReport
Followingare the functionsyou can performfrom the highlightedarea in below
screenshot:
- Display search window
- Print the report
- Prints the current page
- Export the report in variousfile formats and save it to the disk

56.  Cheque & Cash Receipt
How to access Cheque & Cash Receipt?
ClickMIS  Cheque & Cash Receipt
 Rental details
How to access Rental details?
ClickMIS  Rental details
Followingare the functionsyou can performfrom the highlightedarea in below
screenshot:
- Display search window
- Print the report
- Prints the current page
- Export the report in variousfile formats and save it to the disk

57.  Complaintby Model no.
Complaintsby product model will be shown in a bar graph format
How to access Complaintby Model no.?
ClickMIS  Complaintby Model no.
Followingare the functionsyou can performfrom the highlightedarea in below
screenshot:
- Display search window
- Print the report
- Prints the current page
- Export the report in variousfile formats and save it to the disk

58. 18. Master
 Data Source
How to add data source name?
ClickMaster  click + iconand enterdata source name  click save button
Data source meansfrom where you sourcedthe contact for example:justdial,yellowpages etc.

59.  Branch
How to add branch name?
ClickMaster  Branch 
 Bank
How to add Bank Name?
ClickMaster  Bank  click+ icon and enterthe bank details  click save button
 Organization Type:
How to add Organization type?
ClickMaster  Organization type  click + iconand enterorganization type name  click save
button

60.  Department
How to add Department?
ClickMaster  Department  click+ icon and enterdepartment name  click save button
 Industry

61. How to add Industry?
ClickMaster  Industry  click + icon and enter Industry name  click save button
 Services
How to add services?
ClickMaster  services click+ icon and enterservicesdetails click save button

62.  Manufacturer
How to add Manufacturer?
ClickMaster  Manufacturer  click + icon and enter Manufacturer name  click save button
 Category
How to add category?
ClickMaster  category  click + icon and entercategory name  clicksave button

63.  Product
How to add category?
ClickMaster  product  click + iconand enterproduct details click save button
 Other Charges
How to add Other Charges?
ClickMaster  Other Charges  click + icon and enterOther Charges click save button

64.  Quotation Description
How to add Quotation Description?
ClickMaster  Other Quotation Description clickNew and entersubject & Description
 click save button
 Terms and Condition
How to add Terms and Condition?

65. ClickMaster  Terms and Condition clickNew and entersubject and Terms & Conditions
click save button
 Tax
How to add Tax?
ClickMaster  Tax click + iconand entertax details click save button

66.  Reason
How to add Reason (leadlost reason)?
ClickMaster  Reason  click+ icon and enterreason name  click save button
 AMC Feature
How to add AMC Feature name?
ClickMaster  AMC Feature click+ icon and enterfeature name  click save button

67.  Addition/Deduction
How to add Addition/Deduction?
ClickMaster  Addition/Deduction click + iconand enterthe details clicksave button
 Particular
How to add Particular?
ClickMaster  Particular  click + iconand enterthe Particular name click save button

68.  InventoryLocation
How to add InventoryLocation?
ClickMaster  Inventory Location  click + icon and enterthe details clicksave button
 Common SMTP settings?
This is a SMTP setting for a group of people
How to add Common SMTP settings?
ClickMaster  Common SMTP settings  Fill all the mandatory fields  click save button

69.  SMTP Setting
This is an SMTP settingfor an individual user
ClickMaster  SMTP settings Fill all the mandatory fields clicksave button
How to add Common SMTP settings?
 Change Password
How to change password?

70. ClickMaster  change password  Enter current, newand re-type new password click save
button
 Email Campaign
How to create a new email campaign?
ClickMaster  Email Campaign  Enter subjectline and description for email campaign  click
Save button