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Textile CRM Short description yahan

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Wortal Order Short description yahan

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Wortal Billing Short description yahan

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Wortal Inventory Short description yahan

List View

Lead/Inquiry

Introduction
Create Lead
Lead Detailed View
Conversion to Deal
Lead List View
Lead Table
Activity Logged Detailed View
Bulk Actions (Mass Operations)
Activity Panel For Lead

Deal

Introduction
Deal List View
Create Deal
salman
Bulk Actions (Mass Operations)

Quotation

Introduction
List View
Quotation List And Preview
Create Quotation
Search, Sort And Filter
Quotation Preview (Read-only)
Preview Action
System Behavior And Workflow

Meeting

Introduction
Top Header Bar
List View
Action Menu
Customize Columns & Meetings
Meeting Dropdown And Columns
Filters Panel
Example Flow

Visit

Introduction
List View
Categories Dropdown
Check In And Follow Up a Visit And Check Out
Top Right Controls
Visit Flow And Importance
Table Columns

Person

Introduction
List View
List Panel And Detail View
Actions And Filter
Key System Logic
System Logic And Strategic Strength
Information And Organization Details

Organisation

Introduction
List View
Organization Details
System Logic And Strategic Strength
Create Organization & Basic Details
Organization’s Layout, Controls And Filter
Architectural Strength

Business

BUSINESS SETTING MODULE

User

Introduction
Create / Invite New User
Textile Example & Mistakes
Understanding User Roles

Role

Introduction
Role Details
Permission Levels & Access
Real Business Scenarios
Why OWN Permission
Permissions & Role Management
Roles, Permissions & Security

Call

Introduction
List View
Detail Behavior
Practical Call Usage And Example Scenario
Top Right Actions
Log Call and Follow-up Flow
Table Columns
Category Dropdown
Call Types & Business Logic Flow

Lead Setting

Introduction
Complete Guide
Lead Best Practices
Impact & User Assignment
Impact & Branch Assignment
Use Cases & Best Practices
System Logic

Deal Setting

Introduction
Complete Guide
Deal Impact & Best Practices
Lead vs Deal & Controls

Quotation Setting

Introduction
Complete Guide
Quotation Impact & Best Practices

Call Setting

Introduction
Complete Guide
Textile Practices & Checklist

Contact Setting

Introduction
Contacts Structure & Best Practices
Complete Guide
Trash Management & Security

Trash

Introduction
Trash Management & Security
Complete Guide

Inventory

Inventory Details
Introduction

Inward

Introduction
Inward details And Actions
How Inward Stocks

Outward

Introduction
Outward details And Actions
How Outward Stocks

Billing

Introduction
List View
Business Examples & Best Practices
How To Create Invoice
Common Mistakes And Best Practices
E-Way Bill

Billing Setting

Configuration Tabs Overview
Transportation And Sales Person
Field Settings
Business Logic And Business Example
Voucher Series And Configuration

Transfer

Introduction And List View
Transfer Details And Invoice View
Transfer Entry

Order

Introduction
Order Return And Order Cancel
List View
Create Order And Detail View
Order Lifecycle And Status Logic

Order Setting

Complete Guide

Task

Introduction
Filter And Action
Task Details
List View And Mass Activity
System Logic And Behavior
Task Settings And Trash

List View

Navigation Path:
Sales Module → Activity → Meeting

About Wortal

Wortal is a workspace portal for your company, designed for your needs to meet customer's needs. Our aim is to simplify and streamline your sales journey and establish connections with your customers to close deals faster.

Company

About Us
Privacy Policy
Blogs
Contact Us

Our Products

Textile CRM
Wortal Order
Wortal Billing
Wortal Inventory

Textile Segments

Start-up's
Textile Fabric Traders
Garment Manufacturers
Readymade Garment Wholesalers
Digital Printing Houses
Textile Traders & Wholesalers

Mobile app

Phone No.

+91 9727759517

Email Id

hello@wortal.co

Address

804, 21st Century Business Centre, Ring Road, Surat-395002

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