Signing Up
To sign up for a Symple Subscription, simply get in touch with our sales representative. Once the signup process is complete, your company’s Symple App account will be created and the admin login details will be sent to you. You can then proceed to log into the Symple App Backoffice to begin setting it up and configuring it according to your requirements.
Configure Company Setting
Start by entering your Company Detail into the system and then upload your Personalised Logo by following these steps.
Configure Module Setting
After setting up your company details, proceed to configure the settings of the modules you will be using, such as:
Sales Dashboard
The Sales Dashboard allows you to manage your sales team and their leads effectively.
Sales Opportunity is a record for keeping track of your customer and prospect interest in your company’s products or services. Salespeople will create sales opportunities to keep track of their sales pipeline.
Before you start using Sales Opportunity, you will need to setup the following in the Master Data Setup:
- Lead Source
- Sales Category
- Sales Stage
- Winning Probability
- Invoice Forecast Brand
- Invoice Forecast Product Group
Refer to here to learn how to setup these Sales Opportunity settings.
Activities
Symple App revolves around Activity Management, serving as the means through which administrators assign and oversee app users’ tasks while tracking their progress and status. Additionally, it allows for monitoring of app user locations and check-in/check-out times for each activity.
App users can both create activities themselves and/or have them assigned by administrators.
Before you start using Activity, you will need to configure some Activity settings:
- Configure general Activity Settings. Refer to here to learn how to configure the settings.
- Setup activity lookup lists in Master Data Setup.
- Activity Priority
- Activity Status Settings
- Activity Type Settings
Refer to here to learn how to setup these activity lookup lists
Expense Management
Expense Management is a module to help your company to track all expenses incurred by your users when they go about their activities.
Your user can capture and track expenses, and submit them for approval using the expense module. Expenses are added by users from an activity, therefore you can track expenses for each of the activities.
Before you start using Expense, you will need to configure some Expense settings:
- Enable Expense module. The Expense module will be available to users when it is enabled. Refer to here to learn how to enable it.
- Configure general Expense Settings. Refer to here to learn how to configure the settings.
- Setup the Expense Type to be available for selection by your users. Refer to here to learn how to setup the Expense Type.
- Set the Expenses Approving Manager for each user. Refer to here to learn how to do so.