ISALES HELP CENTER
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FAQs & Troubleshooting
❓ FAQs & Troubleshooting 🔐 Account, Roles & Access Hierarchy Q: What is the difference between an Individual Account and an Organization Account? Individual…
Routing & Navigation Cheatsheet
🗺️ Routing & Navigation Cheatsheet Module / Page Access Path Who Can Access Landing / Pre-Login Direct URL Public Register (Individual) Pre-Login → Create…
AI-Powered Sales Intelligence
🤖 AI-Powered Sales Intelligence Welcome to the complete functional, technical, and user documentation for the AI-Powered Sales Engine in iSales CRM. This section explains…
Activity Stream & Notifications
🔔 Activity Stream & Notifications Notification Bell Navigation: Header → Bell Icon Tabs: All · Leads · Follow-ups · Deals · Users.Real-time alerts when…
Admin Settings
🔧 Admin Settings Navigation: Header → Profile Avatar → Personal Settings (Admin view) Profile & Corporate Overview Update profile photo.View company name, email, website,…
Personal Settings
⚙️ Personal Settings Navigation: Header → Profile Avatar → Personal Settings Setting What You Can Do Profile Info Update profile picture, display name, designation…
Business Forecast & Revenue Tracking
Business Forecast & Revenue Tracking Navigation: Header → Business Forecast (Admin only) Revenue Quota Management Allocates monthly and quarterly revenue targets to individual sales…
Reports & Sales Analytics
📊 Reports & Sales Analytics Navigation: Header → Reports Report What It Shows Sales Rep Leaderboard Ranks executives by won revenue, closed deals, and…
CSV Import & Field Mapping
📥 CSV Import & Field Mapping Navigation: Header → Profile Dropdown → Import History → + New Import Import flow: File Upload → Field…
