| Primary Menu | Applicable For | Secondary Menu Options | Purpose | Actions |
| Customer | PR,MD,DL,OM,EM | Active - Active Customer List Of Login, Merged - Unused or Abandoned Multiple Installations of same customer, Deactive - Failed Demo or Lost Customers, New - Pending Demo or Unclassified Installation | This menu helps to manage complete customer Lifecycle. | Ticket - Register Ticket For The Customer , License - Generate License For The Customer, Contact - Registered Contact Details Of Customer, Service Billing - Generate Service Quotations, Validation - Validate Customer Details, Root PW - Display Customer Root Password |
| Dealer | PR, MD | Active - List Of Active Dealers, Hibernation - Active but yet to do First Billing, Deactive - Dealers Who have stopped Business | This menu helps to manage complete dealer life cycle. | Edit - To edit dealer contact details, License - Wallet transfer from master distributor to dealer, Contact - Contact details of dealer, Zoom - Dealer confirmed to participate weekly Zoom Meeting, Validation - Updation of dealer brand & Our Primary ERP code |
| Employee | PR, MD, DL,OM | Active - List of active employees, Deactive - List of resigned or inactive employees | This menu helps to manage complete employee life cycle who is involved with Com1 operation. Each employee can independently operate with privacy within the allowed privileges | Edit - To edit employee contact details |
| Funnel | PR,MD,DL,OM,EM | Process - List of enquiries under active followup, Won - List of enquiries with positive outcome, Lost - List of enquiries with negative outcome | This is to lock your prospective customer so that no other dealer can quote to this customer. Even if someone quotes and procures order, we will not allow installation by the other dealer. | Status Update - Current status update of the enquiry, Personal Zoom - Customer requesting a Zoom meeting with us, Quotation - Taking / Revising the quotation , Comman Zoom - Customer consent to participate in our weekly zoom meeting. |
| Farming | PR,MD,DL,EM | Process - List of enquiries under active followup, Won - List of enquiries with positive outcome, Lost - List of enquiries with negative outcome | Partners can seed the data for us to process with regular campaign and convert them into a Funnel or Order from a non enquiry stage with a sustained campaign. | Process not framed yet |
| Custlist | PR | - | This option is only for principle where we can update the customer list as and when we crack a reputed order which can reflect on customer list that can be shared to prospective customer. | - |
| Pricelist | PR,MD,DL,OM | Sales - List of all our activation licenses, Service - List of our services and cost, Accessories - List of all approved accessories and cost | Lot of time is spent by us as well as distributors in giving away prices to our partners for wide range of products and accessories and many a times creates a misunderstanding as well and this section helps us consolidate information and present in a easy to retrieve format. | - |
| Licence | PR,MD,DL,OM | MD - Purchase of Licence from us & sales to dealers are displayed, Dealer PV - Dealer/OEM purchase details, Dealer IV - Dealer/OEM sales to customers | This helps the partners to generate licences for customers and also manage the wallet. | - |
| Ticket | PR,MD,DL,OM,EM | Open - Ticket is either untouched or in process, Estimate - waiting for customer approval of estimate, Development - This ticket is pending in our development process, Closed - Ticket is closed | This menu helps to manage complete ticket life cycle. What we update here gets reflected in customer GUI as well | Contact - Contact details of customer, SE Allot - Who has taken this ticket to resolve on our team, Root PW - Root Password of the machine. |
| Documents | PR,MD,DL,OM | Sales Invoice - You can download all your sales invoices for last 15 years, Sales Receipt - You can download all your sales receipt for last 15 years, Service Invoice - You can download all your service invoices for last 15 years, Service Receipt - You can download all your service receipt for last 15 years, Outstanding - Current outstanding list, TM Ledger - Current Year sales ledger , TE Ledger - Current Year service ledger | Another area we spend a lot of time is account reconciliation and need of financial documents. You can download all financial documents like invoices, receipts, ledgers directly from our portal | - |
| Download | PR,MD,DL,EM | - | Another area we spend a lot of time is seeking marketing details, pricelist, presentation & marketing material which all can be downloaded in your own letterhead to forward to customer. | - |
| Profile | PR,MD,DL,OM,EM | Save - Update your profile data, Recharge - Recharge your dealer or distributor wallet | You can update your personal details, Letter head data & an easily rememberable OTP here | - |