GeneSys Documentation

Welcome to the GeneSys documentation! This guide provides an in-depth overview of the application, including features, role-based access control, and navigation instructions.

Refer to individual pages for detailed instructions on accessing these features.

Contents:

• GeneSys CRM Documentation
  • Introduction
  • Objective
• Prerequisites
• System Overview
  • Dashboard
  • User Management
  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Cases
  • Activities
  • Communication & Engagement
  • Security & Compliance
• Master Data
  • Navigating to Master Data
  • Features of Master Data
  • 1. Keywords
  • 2. Translations
  • Role-Based Access Control (RBAC)
  • Additional Functionalities
• 1. Accessing GeneSys
  • 1.1 Logging In
  • 1.2 Logging Out
• 2. Dashboard
  • 2.1 Dashboard Overview
  • 2.2 Menu Bar
• 3. Users
  • 3.1 Navigating to Users
  • 3.2 View All Users
  • 3.3 User Fields
  • 3.4 Managing Users
• 4. Leads
  • 4.1 Navigating to Leads
  • 4.2 Create Lead Form
  • 4.3 Managing Leads
  • 4.4 Lead Table
  • 4.5 Action Buttons
• 5. Contacts
  • 5.1 Navigating to Contacts
  • 5.2 Viewing all Contacts
  • 5.3 Create Contact Form
  • 5.4 Managing Contacts
• 6. Accounts
  • 6.1 Navigating to Accounts
  • 6.2 Viewing all Accounts
  • 6.3 Create Account Form
  • 6.4 Managing Accounts
• 7. Activities
  • 7.1 Navigating to Activities
  • 7.2 Viewing all Activities
  • 7.3 Create Activity Form
  • 7.4 Managing Activities