Code Refactor

docs/2.0/contact/contacts.md

@@ -54,4 +54,6 @@ Now click on **Save as Organization** button.
 
 **Step-3** Now a new record is created in the contact organization grid you can use this organization while creating a lead.
 
-![Organization Grid](../../assets/2.0/images/contact/organizationGrid.png) 
+![Organization Grid](../../assets/2.0/images/contact/organizationGrid.png) 
+
+**NOTE-** These above **Persons** and **Organization** you can assign it while creating a lead.

docs/2.0/lead/leads.md

@@ -1,6 +1,6 @@
 # Leads
 
-A "Lead" is a potential customer or prospect. Generating a lead is the first step of the sales process in CRM. Lead records are designed to store all known information on the lead, including company name, address, contact details, and the lead's current position in the sales funnel.
+A Lead is a potential customer or prospect. Generating a lead is the first step of the sales process in CRM. Lead records are designed to store all known information on the lead, including company name, address, contact details, and the lead's current position in the sales funnel.
 
 ### Create Leads in Krayin 
 

docs/2.0/mail/mails.md

@@ -1,6 +1,6 @@
 # Mails 
 
-**"Mail"** typically refers to electronic mail, commonly known as email. It's a method of exchanging digital messages between people using electronic devices such as computers, smartphones, and tablets. Email is widely used for communication in both personal and professional settings. It allows users to send text-based messages, attachments (such as documents, images, or videos), and other digital content to one or more recipients over the internet. Email can be used for various purposes, including sending messages, sharing information, collaborating on projects, and conducting business communications.
+**Mail** typically refers to electronic mail, commonly known as email. It's a method of exchanging digital messages between people using electronic devices such as computers, smartphones, and tablets. Email is widely used for communication in both personal and professional settings. It allows users to send text-based messages, attachments (such as documents, images, or videos), and other digital content to one or more recipients over the internet. Email can be used for various purposes, including sending messages, sharing information, collaborating on projects, and conducting business communications.
 
 ## Compose
 
@@ -20,7 +20,7 @@ A list of Emails is stored as shown in the below image.
 
 ## Draft
 
-A "draft" in email refers to an unsent email message that is saved as a work-in-progress. Drafts are a useful feature in email because they allow users to start composing an email message, but then save it to be finished or edited at a later time.
+A draft in email refers to an unsent email message that is saved as a work-in-progress. Drafts are a useful feature in email because they allow users to start composing an email message, but then save it to be finished or edited at a later time.
 
 A list of draft emails is stored as shown in the below image.
 
@@ -50,4 +50,11 @@ A list of trash emails is stored as shown in the below image.
 
  ![Mail Trash](../../assets/2.0/images/mail/mailTrash.png)
 
+**NOTE-** Kindly add the **SMTP details** in the **.env** file which is present in the root directory of Krayin to enable the functionality to send Emails. 
+
+ ![SMTP](../../assets/2.0/images/mail/emailSmtp.png)
+
+
+
+
 

docs/2.0/product/products.md

@@ -28,6 +28,8 @@ Now click on **Save as Product** button to save the product.
 
 ![Product Grid](../../assets/2.0/images/product/productGrid.png)
 
+**NOTE-** This product can be assigned while creating a lead. 
+
 
 
 

docs/2.0/quote/quotes.md

@@ -60,3 +60,6 @@ Now click on **Save as Quote** button to save the quote.
 
  ![Quote Grid](../../assets/2.0/images/quote/quoteGrid.png)
 
+**NOTE**- This quote will get visible to the respective lead. For this you have to select the lead while creating the quote.
+
+

docs/2.0/settings/emailtemplate.md

@@ -23,3 +23,12 @@ Now click on **Save as Email Template** button.
 **Step-3** A new record is created in the Email template grid as shown in the below image.
 
 ![Template Grid](../../assets/2.0/images/setting/templateGrid.png)
+
+**Step-4** Now you can add this Email template in Workflow now click on **Settings >> Workflow >> Create Workflow** select the **Event** to whom you need to send this email and now go to **Actions** and select **Send Email** as shown in the below image.
+
+![Template Workflow](../../assets/2.0/images/setting/templateWorkflow.png)
+
+**Step-5** Now from **Choose Option** select your email template as shown in the below image.
+
+![Workflow](../../assets/2.0/images/setting/option.png)
+

docs/2.0/settings/pipeline.md

@@ -26,5 +26,7 @@ Now click on the **Save as Pipeline** button.
 
 ![Pipeline Grid](../../assets/2.0/images/setting/pipelineGrid.png)
 
+**NOTE-** You can also add new attributes to a pipeline and accordingly created attributes will visible on the lead. 
+
 
 

docs/2.0/settings/user.md

@@ -26,4 +26,5 @@ Now click on **Save as User** button.
 
 ![User Grid](../../assets/2.0/images/setting/userGrid.png)
 
+**NOTE-** This user can be assign while creating a lead.