To Do (SP)

Widget UX Details

The To Do widget is displayed in Sales Person Card Page Dashboard. In order this widget user selects a Sales Person from Sales Person grid list and then tab Details. From the next page user selects eye button, to load the Dashboard. When the dashboard loads from the action button selects the option "Add Widget". Then the user selects the widget to add to dashboard.

Widget Functional Details

Widget Grid List

The widget displays the actions : 

• General
• Document
• Reply to Interest
• Reply to Interest call
• Email
• General meeting with customer 

Widget Redirection

When the user clicks an action a pop up with the details appear

Widget Technical Details