In inventory management's system Dashboards And Reports In Your Sales And Marketing Data Analytics. dashboards and reports allow businesses to customize what key performance indicators and metrics have to display to perform further operations and to visualize KPIs and metrics in a way that makes them easy to understand.
In the context of Inventory management system the feature of User Permission and security refers to the system that helps to create access rights and levels granted to different users based on predefined criteria of an organization that can be based on user roles and responsibilities. These permissions determine what data and functionalities a user can view, edit, or manage. Effective user permissions help in Data protection, Operational, Efficiency, Role-Based Access, and Activity Tracking.
Automatic notification acts as your personal assistant and keeps you informed without having to constantly check. First, you define triggers based on specific events or activities you want to know about, such as when a new lead arrives or a task is completed. When these events occur, the system automatically sends you a notification: an email, a pop-up on your screen, or a message to your phone.
In inventory management system, the Customize form enables businesses to customize the CRM information displayed in Copilot for Sales to give your sellers a more relevant view. CRM forms and fields customization is environment-specific, You can add other out-of-the-box and custom record types, and also remove them when not required. As an administrator, you can customize forms according to your needs.