The manager's desktop is the main part of the module, where the main work takes place.

The following sections are present here:

  • Home contains counters and statistics
  • Kanban contains information about the statuses of companies in the form of a table
  • Plans contains planning and overdue information
  • My Companies contains a list of companies the manager works with
  • All Companies contains a list of companies available in the system that managers do not work with. This section is available only to the module administrators
  • External lines contains a list of requests from external sources

Add Company button brings up a sidebar where you can quickly enter the details of a new company and immediately schedule an interaction.

Wialon CRM Accounts Page