What are the steps to log in using Super Admin credentials?

To log in with Super Admin credentials, utilize the specified username and password provided during the portal setup.

 

Where is the Settings section located within the portal?

Navigate to the left menu and locate the “Settings” option, typically found in the left-side menu of the portal interface.

 

How do I access the Masters Options under the Settings section?

Within the Settings section, look for the option labeled “Masters” and click on it to access the Masters Options.

 

How can I navigate to the Campaign section within the Masters Options?

After clicking on “Masters,” locate CRM Sales and click on it to access the “Campaign” section.

 

How does the creation of Campaigns work under Masters?

To create a Campaign under Masters, select the Campaign type during the new Campaign creation process. This option is displayed while creating a new Campaign.

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