CRM

Login/Logout

To login to CRM, you can use the R2 Employee login credentials itself.  

  1. Open the CRM application.

  2. Provide the username and password in the respective fields.

  3. Click the Login button.

crmlogin_1.png
Figure 1.0: CRM login


After successful login, you will see 'Activity Manager' window as a start-up page as shown below.
Click here to know more about Activity Manager.

crmlogin_2.png
Figure 1.1: Start-up Page


Logout

  1. Click Logout icon which is at the top-right corner.

crmlogin_3.png
Figure 1.2: Logout
  1. Click Yes in the confirmation pop-up to logout.

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Figure 1.3: Confirmation pop-up