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Add Items in CRM

Step 1: Begin by selecting "Sales" from the Dashboard.

Step 2: In the Sales section, choose "Items."

Step 3: Select "New Item" to add a new item to your inventory.

Step 4: Fill in the item details, including description, rate, tax, and unit.

Step 5: After entering all necessary information, click "Save" to add the item to your inventory.

Create New Customer in CRM

Step 1: From the Dashboard, locate and select the "Customer" option. Step 2: In the Customer section...
Import Customer Data CRM Process

Step 1: Navigate to the Dashboard and choose the "Customer" option. Step 2: Within the Custome...
View Existing Contacts In CRM

Step 1: Access the Dashboard and select "Customer." Step 2: Within the Customer section, choose...
Editing Customer Details in CRM

Step 1: Go to the Dashboard and select "Customer." Step 2: In the Customer section, place your curso...
Creating Proposals in CRM

Step 1: In the Dashboard, locate and select the "Sales" section. Step 2: Inside the Sales section, f...