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:
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Meetings: Stay on top of your planned meetings at a glance.
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Calls: Never miss a beat with a clear view of your scheduled calls.
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Calendar: Visualize your entire schedule in one place with a comprehensive calendar overview.
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Leads: Access and manage your leads efficiently right from the dashboard.
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Open Tasks: Keep track of pending tasks effortlessly to ensure timely completion.
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Internal Tickets: View and manage raised or assigned tickets with ease.
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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