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Dashboard Container - Copy this React, Mui Component to your project

1. Dashboard (Home - Overview) Purpose: The primary hub for a summary of activities and easy access to essential sections. Features: Quick Stats: Display key metrics such as today’s tasks, new contacts, or active opportunities. Recent Activity: A real-time feed showcasing the latest communications, tasks, meetings, etc. Actionable Widgets: Direct links to quickly add new contacts, tasks, projects, or opportunities from the dashboard. Graphical Insights: Visual charts or graphs illustrating task completion, project progress, or sales pipeline status. Customizable Layout: Users can drag and rearrange widgets to personalize their dashboard experience. 2. Contacts Purpose: Efficiently manage and categorize contact information. Features: List View: Display contacts in a table with sortable columns for name, status, email, phone, and last contacted date. Advanced Search & Filters: Search by name, company, role, or tags. Filter contacts by status, category, or activity level. Quick Add: A fast option to add a new contact directly from the list. Contact Profiles: View detailed contact profiles, including communication history, linked tasks, and project associations. Bulk Actions: Apply actions like tagging, exporting, or deleting multiple contacts at once. 3. Tasks Purpose: Organize and manage team tasks effectively. Features: Task List: View tasks with key details such as name, due date, priority, assignee, and status. Prioritization: Color-coded labels for task priority (low, medium, high). Due Date Alerts: Clear visual indicators for tasks with upcoming deadlines. Task Details: Dive into each task for a comprehensive view, including comments, attachments, and deadlines. Create New Tasks: A simple button to add new tasks and assign them to the team. Task Dependencies: Set dependencies between tasks (e.g., one task must be completed before another). 4. Email Purpose: Integrated email communication for sending and receiving messages. Features: Inbox: Centralized inbox displaying all emails from contacts, leads, and other communications. Folder & Category Management: Organize emails into custom folders like "Leads," "Clients," "VIP," etc. Search: Search by keywords, sender, or subject. Compose & Send: Compose emails with quick access to tasks, contacts, or project links. Email Templates: Use predefined templates for faster communication. Email Tracking: Monitor if emails have been opened or clicked by recipients. 5. Leads Purpose: Manage potential clients and sales opportunities. Features: Lead Dashboard: View leads with status tags like “New,” “In Progress,” or “Closed.” Detailed Lead Information: Access contact info, notes, source, and tasks related to each lead. Lead Conversion: Move leads into opportunities or clients with one click. Source Tracking: Monitor how leads were generated (e.g., via email, referral, website). Lead Scoring: Assign a score to leads based on engagement or potential value. 6. Opportunities Purpose: Track and manage sales or business opportunities. Features: Sales Pipeline: View opportunities in a visual pipeline, with stages such as “New,” “Negotiation,” “Won,” and “Lost.” Opportunity Details: See opportunity values, expected close dates, and linked tasks or contacts. Create New Opportunities: Add opportunities directly from the dashboard. Revenue Forecasting: Estimate potential revenue based on opportunities in the pipeline. Activity Tracking: Record and review interactions with opportunities (emails, calls, meetings). 7. Projects Purpose: Manage ongoing and upcoming projects. Features: Project Overview: View project statuses (Not Started, In Progress, Completed) using a list or kanban board. Project Details: View tasks, team members, milestones, and deadlines associated with each project. Create & Assign Projects: Add new projects and assign team members to them. Gantt Chart: Visualize project timelines and track progress using a Gantt chart. Progress Indicators: Real-time updates on project progress (e.g., percentage complete). 8. Calendar Purpose: View and manage meetings, events, and tasks in one place. Features: Month/Week/Day Views: Toggle between different calendar views to plan ahead. Task & Event Integration: Automatically sync tasks and meetings with the calendar. Drag-and-Drop: Easily reschedule meetings or tasks by dragging them to different dates. Reminders: Set reminders for upcoming events, tasks, or meetings. Recurring Events: Support for repeating events (e.g., weekly meetings). 9. Notifications Purpose: Keep users updated on important activities across the platform. Features: Activity Feed: Receive real-time notifications for new tasks, meetings, emails, and updates. Custom Alerts: Set personalized notifications based on task deadlines or lead conversions. Grouped Notifications: Group similar notifications (e.g., “3 New Emails,” “2 New Tasks”) for easier management. Push Notifications: Receive updates on mobile or browser when not actively using the platform. Communication Channels 10. Call Purpose: Efficiently manage and track calls. Features: Call Log: Review details of recent calls, including contact name, duration, and call outcome. Missed Call Alerts: Notifications for missed calls and follow-up reminders. Click-to-Call: Initiate calls directly from the contact list or dashboard. Voicemail: Listen to and manage voicemail messages. 11. SMS Purpose: Send and receive text messages from within the platform. Features: SMS Inbox: View and reply to incoming SMS messages. Send SMS: Send text messages to contacts, leads, or projects. SMS History: Track and manage SMS conversations with contacts. Auto Replies: Set up automated SMS replies when unavailable. Incoming Alerts: Notifications for new text messages. 12. Fax Purpose: Secure faxing functionality. Features: Fax Logs: View a record of sent and received faxes. Send Fax: Upload documents and send faxes directly from the platform. Fax Notifications: Alerts for successful or failed fax transmissions. Fax-to-Email: Receive faxes as email attachments for easy viewing. 13. Video Purpose: Facilitate video calls and meetings. Features: Video Call Scheduling: Schedule video meetings with ease. Meeting Reminders: Get notifications about upcoming video calls. Call History: Log of past video meetings with timestamps. Screen Sharing: Option to share screens during video calls. In-Call Chat: Send messages during video meetings. 14. Notes Purpose: Take and organize important notes. Features: Sticky Notes: Quickly add unstructured notes for easy reference. Link Notes to Tasks/Contacts: Attach notes to tasks, contacts, or projects for better organization. Searchable Notes: Easily search through notes based on keywords or linked contacts. Note Notifications: Alerts when important notes are associated with upcoming meetings or tasks. 15. Live Chats Purpose: Real-time communication with contacts, team members, or clients. Features: Instant Messaging: Real-time chat with support for multiple chat rooms. Unread Message Alerts: Notifications for new or unread chat messages. Chat History: Track previous chat conversations for context. Automated Replies: Set up predefined responses for common questions or after-hours support. 16. Social Media Purpose: Track and manage social media interactions. Features: Social Media Feeds: View recent updates from platforms like LinkedIn or Twitter linked to contacts. Post Updates: Share updates to social media directly from the platform. Mentions & Alerts: Receive notifications for mentions or direct messages from social media channels. Social Media Integration: Link social media profiles to contact records for better engagement tracking. 17. Unified Notifications Purpose: Centralized notification management for all communication channels. Features: Cross-Channel Alerts: Get notifications from calls, SMS, video chats, social media, and

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DashboardContainer - A hub for quick stats, recent activity, and customizable layouts, built with React and MUI. View and copy code!

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Last updated 1 month ago