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Usage Report and License Number

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

Step 2: Click on "Leads" to view the usage report.

Step 3: Click Switch to general report and select “from date “”to date” and click Generate

Step 4: It will show the usage report.

Step 5: After Click Setup in Dashboard and select My Account.

Step 6: In My Account select Billing and you can find the license number.

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...