Tasks List Tasks help your business keep track of important to-do’s and keep everything organized in one area of your CRM. Here you will see multiple tasks, associated with different team members, and different contact. NOTE: Depending on your user permissions, you may not have access to all of the component_s._ __ No Tasks Created […]
Here you can create new companies and associate them with your CRM contacts. Add New Company To create a new company inside of your CRM, you would need to use this tab. It will take you to the page where you can fill out the company information. Adding Information of the New Company In order
Managing Your Smart Lists If you currently do not have any contacts, you may not see this entire help guide. NOTE: Depending on your user permissions, you may not have access to all of the components. Smart List Card Each created smart list will get its own table card. This table card can be moved
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This is an overview of your opportunities tab. In this section, you will be able to organize new opportunities into pipelines and keep track of them throughout the entire sales cycle. NOTE: If you do not currently have “Pipelines” set up, you will either need to visit the setting area and create them yourself or
How To Filter Opportunities There are many different filtering options in the opportunities section to give you more control and insight into how your pipeline stages are performing. Filter By Date Filter your opportunities using specific periods of time. Filter By Date Added Filter all opportunities by the date when they were added to your
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How To Create New Opportunities This is the section where you can create new opportunities from scratch. In most cases, you will be creating opportunities using automation, but it is important to know how to create them from scratch as well. Opportunity Tab Contact Info To create a new opportunity from scratch, you will use
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Invoices Lets you create and manage invoices from inside of your CRM. Invoice View With the help of some advanced options shown in the screenshot below, you can set your preferences to be able to view and manage specific invoices. In the next screenshot, we will cover all of these advanced options one by one.
Creating New Invoice Allows you to create new Invoice. Invoice Options New Invoice Page As shown in the image below, New invoice is completely customizable. In the next screenshot, we will cover each element one by one. Naming an Invoice Here you can customize the name of your invoice. When you first go to Payments->
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Recurring Templates Here you can create and manage recurring invoice related settings. Status Tab Allows you to select the status of the recurring template. Based on this selection the system will return the recurring template records. Search Lets you search specific template from the template list. you can enter the name of the client or
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Orders Order Status By clicking here, you can filter the order status; All, Pending, Completed, and Canceled. Payment Mode You can filter the payment mode by clicking here. Source Type You can filter the source type by clicking here. From Order Date Filter the order by selecting the date you would like to start your
