2. Business Partner Dashboard

Owned by Georgios Vasilakos (Unlicensed)
Last updated: May 16, 2023
1 min read

This section contains Business Partner's widgets. In order to find these widgets the user selects a BP from the grid list.

Then from the top right corner () select to change view.

From the top right corner the user can also choose from actions :

  • Customize dashboard
  • Add widget
  • Set this view as default

The user can Add a widget in the Business partner's card page Dashboard 

Widgets

BP Details
Service HistoryRelations
LeadsComplaints
Purchase LeadsCampaign on BP
Vehicle ListActivities
Test Drive ReservationsTo Do

Business Processes

Service Leads
Call HistoryOpportunities
WholeSale LeadsWholeSale Opportunities
Retention Business ProcessesActive Purchase Leads
VehiclesSales assignments
Contact PersonsInvoices