Search Knowledge Base Articles
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Check Payment in CRM
01-10-2024 8:03 PMStep 1: Start by selecting "Sales" from the Dashboard. ... -
Usage Report and License Number
01-10-2024 9:45 PMStep 1: Start by selecting "Reports" from the Dashboard. ... -
Checking Ticket Status in CRM
01-10-2024 9:41 PMStep 1: To check the status of support tickets, go to "Support" and select the specific status (e.g., open, in progress, on hold, closed) that ... -
Modifying Ticket Status in CRM
01-10-2024 9:38 PMStep 1: Start by going to the dashboard and clicking on "Support." ... -
Creating New Support Tickets in CRM
01-10-2024 9:33 PMStep 1: Start by going to the dashboard and clicking on "Support." ... -
Import Lead in CRM
01-10-2024 9:25 PMStep 1: Begin by selecting "Leads" from the dashboard. ... -
Import Lead in CRM
01-10-2024 9:24 PMStep 1: Begin by selecting "Leads" from the dashboard. ... -
Create New Leads in CRM
01-10-2024 9:08 PMStep 1: Begin by selecting "Leads" from the dashboard. ... -
Managing Estimate Requests in CRM
01-10-2024 9:00 PMStep 1: To view estimate requests, select "Estimate Request" from the Dashboard. ... -
Edit Existing Task in CRM
01-10-2024 8:57 PMStep 1: Access the Dashboard and select "Tasks." ... -
Create New Task in CRM
01-10-2024 8:52 PMStep 1: Start by selecting "Tasks" from the Dashboard. ... -
Importing Expense in CRM
01-10-2024 8:45 PMStep 1: Access the Dashboard and select "Expenses." ... -
Recording Expenses in CRM
01-10-2024 8:38 PMStep 1: Start by selecting "Expenses" from the Dashboard. ... -
Importing Items in CRM
01-10-2024 8:25 PMStep 1: Navigate to the Dashboard and select "Sales." ... -
Add Items in CRM
01-10-2024 8:12 PMStep 1: Begin by selecting "Sales" from the Dashboard. ... -
Create New Customer in CRM
01-10-2024 3:10 PMStep 1: From the Dashboard, locate and select the "Customer" option. ... -
Create Recurring Invoice in CRM
01-10-2024 7:38 PMStep 1: Access the Dashboard and select "Sales." ... -
Create Invoice in CRM
01-10-2024 6:59 PMStep 1: Start by navigating to the Dashboard ... -
Viewing, Downloading, and Printing Estimates in CRM
01-10-2024 5:48 PMStep 1: Start by selecting "Sales" from the Dashboard. ... -
Edit estimate Date in CRM
01-10-2024 5:29 PMStep 1: Access the Dashboard and select "Sales." ... -
Mark Estimate in CRM
01-10-2024 5:19 PMStep 1: Access the Dashboard and select "Sales." ... -
Copy Estimate in CRM
01-10-2024 5:07 PMStep 1: Start by selecting "Sales" from the Dashboard. ... -
Convert Estimate to Invoice in CRM
01-10-2024 4:56 PMStep 1: Navigate to the Dashboard and select "Sales." ... -
Edit Estimates in CRM
01-10-2024 4:20 PMStep 1: Access the Dashboard and select "Sales." ... -
View Estimate in CRM
01-10-2024 4:09 PMStep 1: Go to the Dashboard and choose "Sales." ... -
Creating Estimate in CRM
01-10-2024 3:57 PMStep 1: Start by selecting "Sales" from the Dashboard. ... -
Creating Proposals in CRM
01-10-2024 3:34 PMStep 1: In the Dashboard, locate and select the "Sales" section. ... -
Editing Customer Details in CRM
01-10-2024 3:27 PMStep 1: Go to the Dashboard and select "Customer." ... -
View Existing Contacts In CRM
01-10-2024 3:22 PMStep 1: Access the Dashboard and select "Customer." ... -
Import Customer Data CRM Process
01-10-2024 3:17 PMStep 1: Navigate to the Dashboard and choose the "Customer" option. ...