PiCortex Platform Overview

The PiCortex platform is a powerful tool for managing your business operations, including customer relationship management, purchase orders, product and service management, and account settings. Here's an overview of the key features of the platform:

1. CRM

The CRM section of the PiCortex platform helps manage your customer relationships, including contact information, communication history, and sales pipeline. Learn how to create new contacts, manage your sales pipeline, and utilize the advanced features for the utmost productivity.

2. Purchase Orders

The Purchase Orders section of the PiCortex platform helps manage your purchase orders, including order details and payment management. Learn how to create purchase orders, manage them, and utilize the advanced features for the utmost productivity.

3. Products & Services

The Products & Services section of the PiCortex platform helps manage your products and services, including product details and inventory management. Learn how to create product profiles, manage them, and utilize the advanced features for the utmost productivity.

4. Settings

The Settings section of the PiCortex platform helps manage your account settings, including user management and security settings. Learn how to manage your account, add users, and utilize the advanced features for the utmost productivity.

4.1 Manage User Accounts

If a user needs to add or remove users from their account, they can do so by clicking on the "User Management" tab. They can then add new users, remove existing users, or update user permissions.

4.2 Manage Security Settings

Users can manage their security settings, such as two-factor authentication and password requirements, by clicking on the "Security" tab. They can then enable or disable security features and set up any necessary configurations.

4.3 Manage Integrations

If a user needs to manage their integrations with other tools, such as accounting software or ecommerce platforms, they can do so by clicking on the "Integrations" tab. They can then add or remove integrations and configure any necessary settings.

4.4 View Activity Logs

Users can view their activity logs, which show all the actions taken on their account, by clicking on the "Activity Logs" tab. This can help users keep track of who has accessed their account and what actions have been taken.

4.5 Export Account Data

If a user needs to export their account data for any reason, they can do so by clicking on the "Export" button in the Settings section. They can choose which fields they want to export, and the data will be downloaded as a CSV file.

Getting Started

To get started with the PiCortex platform, simply sign up for an account and log in. From there, you can explore the various sections of the platform and start managing your business operations with ease. If you need any assistance, our support team is always available to help.