Important Links

This widget provides a centralized access to frequently used CSI forms. The expandable folder structure organizes links into logical categories. A built-in search icon helps in identifying specific items. The distinctive layout supports efficient navigation and improves productivity.

You can access these forms:

• Customer Hub: To access a centralized workspace wherein you can view key customer data and activities

• Customer Order Document Lifecycle: To track customer orders from creation to completion

• Customers & Prospects: To access a folder that contains records to manage customer and prospect information, including interactions and relationship history.

• CRM: To provide access to essential sales management modules such as Leads, Opportunities, Campaigns, Sales Forecasts, and Communication tools.

• Estimates & Orders: To access the tools to create, track, and manage estimates and orders. Include detailed line items and pricing

• Reports: To access a collection of preconfigured sales and performance reports to support analysis and decision-making.