In Insight CRM Laravel, the user considers solutions to accelerate customer management and enhance sales efficiency. It helps businesses build strong relationships, automate workflows, and gain valuable insights for better decision-making and growth.

 

• Log in to the Admin and access the Dashboard from the Admin Panel.
• Navigate to Users from the left menu.
• Finally, click on Admin from the left menu a window will appear.
• Use the Search option, and enter the Name desired user that will appear.
• Click the Export button a new window will open with PDF, CSV, and Print.
  • • If you click the PDF button automatically downloads the document.
    • If you click the CSV button automatically downloads the document.
    • If you click the Print button, you will get a print menu.
• Click the Print button selected document will be printed out.

 

 

 

 

How to Add Admin

 

• Log in to the Admin and access the Dashboard from the Admin Panel.
• Navigate to Users from the left menu.
• Finally, click on Admin from the left menu a window will appear.
• Click the Add New button an entry form will open to enter the Admin information
• Fill in the following details:
  • • Name: Enter the Name in the Name field.
    • Email: Provide email information in the Email field.
    • Password: Type the decided password in the Password field.
    • User Type: Click the Radio button to select the user type as desired.
    • Photo: Upload the desired photo by clicking the Drag & Drop or Browser button.
• Once all fields are completed, click the Add User button to apply the updates.
• Note: The same procedure will apply to Clint and the Staff.

 

 

 

How to Edit Admin

 

• Log in to the Admin and access the Dashboard from the Admin Panel.
• Navigate to Users from the left menu.
• Finally, click on Admin from the left menu a window will appear.
• Click the Options button (three dots) to open a menu with the options: Edit and Delete.
• Click the Edit button to open the entry form.
• Fill in the following details:
  • • Name: Enter the Name in the Name field.
    • Email: Provide email information in the Email field.
    • User Type: Click the Radio button to select the user type.
    • Photo: Upload the desired photo by clicking the Drag & Drop or Browser button.
• Once all fields are completed, click the Update button to apply the updates.
• If you click the Delete button to delete the desire, a new confirmation window will open.
• If you click Confirm, the item will be deleted permanently. Note: Never back it again.
• Note: The same procedure will apply to Client and Staff.