Search Knowledge Base Articles

Create Invoice in CRM

Step 1: Start by navigating to the Dashboard

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

Step 3: Inside the Invoices section, select "Create New Invoice."

Step 4: Input the customer's details, including their Company name.

Step 5: Enter the invoice number and the invoice date.

Step 6: Specify the payment mode(s) accepted, such as Interbank, cheque, or pay now.

Step 7: Input the currency for the invoice.

Step 8: Click on "Add Items" to include the products or items on the invoice.

Step 9: After entering all necessary information, click "Save" to create the invoice.

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...