Search Knowledge Base Articles

Recording Expenses in CRM

Step 1: Start by selecting "Expenses" from the Dashboard.

Step 2: Click "Record Expense" to add a new expense entry.

Step 3: Attach the expense receipt or document in this section.

Step 4: Fill in the expense category, date, and amount.

Step 5: Specify the currency, tax, and payment mode for the expense.

Step 6: If the expense is recurring, you can set the repeat option (e.g., Weekly, Monthly, Yearly).

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...