Quick Start Guide
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.
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.
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.
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..
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.