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  • Sending proposal to customer

    15-09-2020 11:34:17
    Sending proposal to customer ...

  • Adding A New Contact

    15-09-2020 11:40:46
    To create new customer contact, open the customer profile in the admin area that you want to create the contact then click on the tab Contacts. To create new contact related to this customer click on the New Contac...

  • Customer Reminders

    15-09-2020 11:49:41
    With the CRM you have option to set customer reminder. This option allows you to never forget anything about your customers. Setting customer reminder is very easy navigate to the customer profile from admin area and click on the ...

  • Customer Overview

    15-09-2020 11:54:35
    You can view all customer data like invoices,contracts,tickets,notes, by clicking on the customer edit button and on the right site you can view all customer activity to your company, also there is an option L...

  • Customers Registration

    15-09-2020 11:56:36
    You can enable/disable customers registration from Setup -> Settings -> Clients -> Allow clients to register. Your customers will be able to register at htt...

  • New Customer

    15-09-2020 12:02:43
    Login to dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer will have in the customers ...

  • Send contact set password link

    15-09-2020 12:05:29
    Follow the steps if you want to send set password link to your contact. 1. When creating new contact When you are adding new contact only check the field Sent SET password link and not fill the password field....