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Creating a new project
Select Projects from the panel on the left. A new window will open, displaying the list of existing projects. Click On the ‘+ Add New Project’ button on the top right of the window. A new ‘Add New Project' window will appear. ...
Switch Project
Click on the ‘Project’ icon from the top-left of your window. A new window will appear displaying the list of all the projects within the entity. Switch to the project you want to see, by clicking on the project icon. A new project-level wi...
Creating User Roles
To create User Roles Under the User Management section, you will be able to create a user role according to your choice and can also use the default user role created from the drop-down menu while creating the user role. User Role Creation For creatin...
Introduction
Propflo’s architecture is based on an Entity-Project model. Within an entity, there can be one or many projects. The entity provides a big picture of all the projects. The user can add a project in Entity. In architecture, we have designed Propflo in ...
Invite users
Once you have defined the roles and their respective permissions, you can then Invite and create user accounts and assign them to the appropriate role. It's important to regularly review and update the roles and permissions as the system evolves and new featur...
Opportunity Stages
Opportunity stages in Propflo refer to the different stages in the sales or lead management process that a potential customer or lead goes through. These stages allow you to track and manage the progress of leads and deals, from initial contact to closure or l...
Task In WebApp
To make it easier for Users to create tasks in our system, we have provided three convenient methods. The first method involves creating tasks separately from the Tasks tab. By navigating to the Tasks module directly, users can easily create new tasks.Users al...
What's New on PropFlo
Date: 16 Feb 2024 Seamless calling integration with Knowlarity! ⚡Say goodbye to the hassle of manual dialing! With Knowlarity integration, you can now make calls to your customers seamlessly, saving you time and effort. 📈 Boosted Productivity: Increase you...