by Variance InfoTech Pvt Ltd

Give your team an upfront glance of where leads are in the sales cycle. The Progress Bar add-on prominently displays a quick overview that highlights the current stage of each record, and it can be configured with any SuiteCRM module.

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User Guide

Steps For Using Progress Bar Features :

Step 1:

To open the Administration Page, Click on the Admin tab, as shown in below screenshot.

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Step 2:

Open Administration page, Click on Progress Bar from the Other section.

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Step 3:

In Progress Bar Listview page, Click on “CREATE” link.

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Step 4:

On click of “CREATE” link, Progress Bar Configuration Page will be open, as shown in the below Screenshot.

Progress Bar Settings:

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Step 5:

Enter all the values and click on the SAVE button to save record, as shown in the below Screenshot.

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Step 6:

To Update record, click on the pencil icon as shown in the below Screenshot.

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Step 7:

Click on the SAVE button, to Update record as shown in the below Screenshot.

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Step 8:

Click on the Preview Image, to see how Progress Bar Works.

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Step 9:

On Configuration page of Progress Bar, click on CANCEL button to open ListView of Progress Bar.

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Step 10:

To Delete single or multiple Progress Bar records, you can select records using the checkbox option on the left hand side of the view. Click on DELETE to delete record(s).

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Step 11:

Based on configuration, Progress Bar will be displayed on the record DetailView if status is “Active”.

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Step 12:

Module field value updated automatically with a single click on Progress Bar.

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Step 13:

In configuration of Progress Bar, status is “Inactive” then Progress Bar will be hide for this Module.

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