WELCOME ON PERSONA, YOUR BMS!

First thing first, thank you for joining Persona. Trough this section, you will discover all the modules and possibilities that offer the BMS.

The Dashboard

To get to the dashboard, simply log in with your login and password.

Once logged in, you will be taken to the main page where you will find the main information.

THE MODULES

As you can see on the horizontal part, you can will see a searching menu, and below the different modules that you subscribed. For each one, please refer to the links below in which you will find a tutorial.

1. HRM

2. Chat

3. Reminder

4. Mailbox

5. Accounting

6. Call logs

7. Customers

8. Commission

9. Timesheet & leave

10. SMS

11. List+

12. Letter

13. Task

THE DASHBOARD OPTIONS

The dashboard options allows you to select what do you want to appear on the menu.

1. Main Numbers

On the dashboard you can find main information numbers  widget like the sales, the quotes, unpaid invoice, leads..

2. Toolsearch

The toolsearch widget allows you to have a quick search with various filters. You can also create a new customer or a new company as you can see below on the screenshot.

3. The weather

Persona offers you to add a weather widget.

4. Main infos

5. Business info

6. Agenda

7. The commissions

TUTO HOW TO SWITCH AND MAKE YOUR OWN ORDER ON THE DASHBOARD