Sales Automation for managing contacts, Leads, Quotation and upload expenses. This App helps companies to automate sales process and collect all information at one place.

1. Sales Automation
App
User Manual For Sales
Management App

2. Login
- Login into app with
your employee
login access.
- Enter Your
username and
password which
provided by
company

3. Dashboard
- Dashboard- Menu
1. Access Dashboard
2. Get this month
invoice sum
3. Display
Appointment count
4. Display Lead
status wise graph
5. From Menu icon
you can access
other features of
app

4. Contacts
- Contacts list - Add Contact
1.Display all Contacts
and search from list
2.Add New Contact
Click Plus sign
3. Choose source of
contacts

5. Contacts
- Edit Contact- Contact detail
1.In more tab display
Contact
Details and invoices
tab display
appointments
,invoice and quotes
2.Click on Edit icon if
you want to modify any
information

6. Product(Items)
- Item list - Item Detail
1.Display all Items
(products)
2.you click item name
display detail of this
item
Manage Items and
pricing you have to
login on web admin

7. Appointments
- Appointment List - Appointment Add
1. View today's and
upcoming
appointments
2.Add New
appointment enter
location and select
time and appointment
date for getting
notified.

8. - Edit Appointment - Appointment History
1. Edit your
Appointment and also
change appointment
status and add
appointment notes
after meeting
2.View all past
appointments

9. Employee’s Expense
- Expenses List - Add Expenses
1. List of your
expenses
2.add daily expense
and amount with
picture of bill
Automatically admin
will approve expenses
and will be credited on
your account.

10. - Expenses Edit
1. Edit your Expense if
any changement
needed.

11. Leads
- Lead List
- Add Lead
1. Display all leads
2.Add lead with plus
icon on top right
corder.

12. - Lead Details - Edit Lead
1. Display your lead
Details and change
status or delete or
update.
2.Edit your Lead
information with the
help of edit icon on
right side corner.

13. Quotes
- Quotes List - Add Quotes
1. Display all
Quotations
2.Add Quotes with the
help of plus icon on
right side of Quote list

14. - Quotes Details - Edit Quotes
1. Display details of the
quotation and email
that to client on direct
email button or delete it
2.Edit Quote with edit
button on right side
corner

15. Invoices
- Invoice List - Invoice Add
1.Display all Invoices
2. Add invoice

16. - Invoice detail - Edit Invoice
1.Display Invoice Detail
Change status,update or
delete
2. Edit invoice detail

17. www.vite.biz