Features

• Register user accounts
• Create a new company
• Store user account details
• Redirect to settings page
• Log in to an existing account
• Redirect to index page
• Settings page
• Displaying initial content
• Building the workflow to update personal details
• Displaying company details to only admins
• Building the workflow to update company details
• Inviting users to a team
• Adding the group
• Toggling the group on/off
• Building the workflow to invite a user
• Sending a password reset email
• Building the workflows on the password reset page
• Managing team members
• Display a list of team members within a company
• Building a popup to display a users account information
• Updating a users account type
• Building the workflow to delete a user
• Building the customer CRM
• Displaying list of customers
• Creating a hovering effect when selecting a customer
• Creating new customers
• Building the popup
• Building the workflow
• Filtering CRM data
• Building the filter menu
• Building the workflow to toggle the filter
• Adding filters to the CRM repeating group
• Dedicated customer page
• Setting the content type to be a customer
• Displaying a companies information
• Building a navigation workflow from CRM page
• Editing the details of an existing customer
• Building the popup
• Displaying dynamic data for customer
• Building the workflow to update customer details
• Building the workflow to mark a deal as complete
• Displaying the closed date once a deal is complete
• Deleting a customer
• Building a navigation menu
• Creating a reusable element
• Building the navigation workflows
• Adding the menu to each page
• Add & display activity log to customer account
• Building the hidden group
• Building the workflow to create a new activity event
• Adding condition on the activity icon
• Displaying activity events in a repeating group
• Dashboard
• Display an overview of customers across all the different stages
• Pie chart of sales by stages
• Total revenue closed & lost
• Filter data by dates

Additional features

• Add additional charts to the dashboard page
• Group sales by team members to track individual performance
• Display sales figures by deal status, not just deal stage
• Create more extensive charts with Chart.JS plugin