Circular 

 

BAJAJ CAPITAL LIMITED

NEW DELHI 110019

BCL/CRM/JANUARY/2024/ JAN 02, 2024

All India Circular

     Private & Confidential: For Internal Use Only


Sub: Attention Sales Team: Your New CRM Dashboard is Here!

 

Greetings Sales Superstars!

Great news! On popular demand, we're thrilled to unveil the brand-new default dashboard, designed to make your workday smoother and more organized than ever. Access it at https://crm.bajajcapital.com/.

Key Dashboard Features:


  1. Meetings: Stay on top of your planned meetings at a glance.

  2. Calls: Never miss a beat with a clear view of your scheduled calls.

  3. Calendar: Visualize your entire schedule in one place with a comprehensive calendar overview.

  4. Leads: Access and manage your leads efficiently right from the dashboard.

  5. Open Tasks: Keep track of pending tasks effortlessly to ensure timely completion.

  6. Internal Tickets: View and manage raised or assigned tickets with ease.

  7. Notes: Quickly access and review your notes for seamless information retrieval.

Steps to view the Dashboard:

Step 1: Log in to CRM using your WEALTHMAKER Username and Password.

Step 2: Once logged in, the dashboard will be displayed by default on the "Home" tab.

Dashboard View :


Feedback and Support

Your feedback is crucial to us. Our team is here to address the questions you may have, and you can reach out to us at https://marketing.bajajcapital.com/crm-feedback.


We believe that it will play a significant role in the success of our sales team. Thank you for your continued dedication and hard work. Together, let's make this transition a success.

With best wishes,
BajajCapital Team

 

The information contained in this communication is intended solely for the use of the individual or entity to whom it is addressed and others authorized to receive it. It may contain confidential or legally privileged information. If you are not the intended recipient you are hereby notified that any disclosure, copying, distribution or taking any action in reliance on the contents of this information is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by responding to this email and then delete it from your system. The firm is neither liable for the proper and complete transmission of the information contained in this communication nor for any delay in its receipt.

 

You can interact with Bajaj Capital & our leadership - Mr. Rajiv Bajaj & Mr. Sanjiv Bajaj on their social media handles

Instagram @bajaj_capital Twitter @mybajajcapital LinkedIn @bajaj-capital-ltd, Instagram @rajiv.bajaj Twitter @bajajcapital, Instagram @sanjivbajaj72 Twitter @bajajsanjiv