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Getting Started with ARKA 360 CRM
Welcome to ARKA 360 CRM! This collection is designed to help you get familiar with ARKA 360, our comprehensive CRM solution tailored for solar installation companies. You’ll learn how to manage customer interactions, streamline workflows, and leverage our powerful solar design tools, all within one platform. Dive in to explore essential features, tips for navigation, and best practices for maximizing ARKA 360’s potential in your day-to-day operations.
Exploring the Dashboard Feature of Our CRM SystemIn this video, we'll explore how our system tailor's dashboard views to suit the specific needs of different user roles.
How to add table type widget in your dashboard?This article will help user understand how he can table type of widget in dashboard.
How to create Bar or Column type of widget in Dashboard?This article helps user to add widgets for Column and Bar type in customizable dashboard.
How to create Donut type of widget in Dashboard?This article helps user to add donut type of widget in their dashboard.
How to create KPI type of widget in dashboard?In this article we will cover a few use cases for adding KPI widget while customizing or creating new dashboard.
How to create map type widget in dashboard?This article helps user to add map type widget in their dashboard to track leads.
How to create Trend line type of widget in dashboard?This article helps user to understand the way in which he can add trend line type of widget in dashboard.
Contract ManagementIn this article, we will learn how to create and edit a contract. (Sharing contracts will be covered in a separate video.) Let’s get started!
How to Delete a Lead?In this tutorial, I'll guide you through the steps to delete a lead in your system.