Promob's initial screen presents the main information and tools to start your work, be it starting and changing the environment design or consulting your client portfolio and the status of the designs.
Through this information you can organize and do a basic management of the customer and design portfolio.
Promob is home screen brings a variety of features to make your day-to-day life easier. Check below the settings for each function:
Here you will find Promob's tools and options, divided into menus. These are options, such as opening a new design, updating your Promob, and viewing your license serial number.
It is possible to have a graphical visualization of some data. They are: conversion rate, closing forecast, initial contact. For more information, visit the Graphics article.
In this tab you have access to your customer portfolio. Here you can track how many designs were executed for each client, view the render, technical documentation of each, among other features. For more information, access the article List a client's designs here.
This is one of the communication channels with Promob. Through this link you receive and view notifications related to your license, such as updates, news, adjustments and changes. For more information, click here.
Here you will see all the designs developed using the licenses in your account. If you have more than 1 Promob license in your CPF/CNPJ, designs of all serial numbers will be displayed.
To facilitate the visualization, you can customize the information through the filters, for more information access the article Connect - Filter Store Designs.
Through these options you can:
- Open the selected design;
- Duplicate the selected design;
- Export the selected design;
- Create selected design options;
In this space, detailed information on the customer of the respective selected design is available. In addition to the name, email and phone, you can also enter the address, document and notes.
Access the article Promob - Customer Data for more information.
In this field, you can view the details and progress of the design, such as: design name, design status and closing and delivery forecast. To check more information about the design details, access the Promob article - Design Details.
Notifications can be generated according to the status of the design.
There are three possible types of activities and notifications: number of designs converted without an informed delivery date, number of designs in progress and without changes for more than 30 days or number of designs in progress without an informed closing date.