Web App Basics

The dashboard is used to quickly examine the applications and their status. It is divided into three sections: overview, take quick action, and all applications. There is the option to choose if the details of this month can be seen on the dashboard or a selected date range.

In this section, the RM gets an overall overview of the applications. Here, details like the number of total applications, incomplete, draft and pending applications can be viewed in one place. The progress between the total target and the target achieved can also be seen.

In this section, applications are available to take action on. By clicking on any required application, the user can get the details of the application like application number, name, status, the products the applicant is interested in etc. Customer details like, PAN number, and DOB are also present. The RM can also resume the application by clicking on the 'Resume Application' button.

Here the list of all the applications can be seen. It is also segregated into, all, new, pending, draft, pending for signing, drop off, DIY, accept, reject, and inactive applications.

Details like Application number, merchant details, merchant number, date created and status can be seen.

The details of the application can also be viewed, application can be resumed and can be reassigned.

A specific application can be searched by using the search bar and the entire data can also be downloaded.