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Read through our detailed documentation and get to know the 24 CRM system.

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Customers

9

New Customer
Customers Registration
Customer Overview
Exporting Customers Inv/Est/Pay To ZIP
Customer Reminders
Reports
Send Contact Set Password Link
New Customer Contact
Customer Admins

Leads

8

Create New Lead
Lead Sources
Lead Statuses
Using Leads Kan Ban
Assign Lead To Staff Member.
Lead Activity Log
Convert Lead To Customer
Generate Lead Report

Contracts

4

New Contract
Renewing Contract
Contract Expiry Notification
Contracts Templates

Support Tickets

12

Open Ticket From Admin Area
Email Templates
Priorities
Statuses
Change Ticket Status Without Making Reply
Predefined Replies
Knowledge Base Link
Maximum Ticket Attachments
Allowed File Extensions
Private Staff Notes
Translating Ticket Priorities And Ticket Statuses
Ticket Services

Sales

5

Create Proposal
Converting Proposal To Estimate/Invoice
Sending Proposal To Customer Or Lead
Proposal Expiration Reminders
Link Estimate To Project

Expenses

5

Record Expense
Billable Expense
Converting Billable Expense To Invoice
Creating Recurring Expense
Expense Reports

Goals Tracking

1

Goals Tracking

Surveys

7

Sending Surveys
Including Mail List Custom Fields
New Survey
New Survey Questions
Viewing Survey Results
Sending Survey To Mail Lists
Creating Mail Lists

Projects

8

Manually Linking Invoice To Project
Timesheets
Creating New Project
Finance Overview
Invoicing Project
Project Activity
Disallow project members to see all project tasks
Pin Projects

Tasks

6

Bill Tasks
Linking Task To Features
Recurring Tasks
Add Task Assignees
Task Timesheets
Copy Task

General Information

2

Staff Members Not Receiving Email When New Ticket Is Created or Reply Is Posted
How totals are calculated

Common Issues & Troubleshooting

1

Tables Are Not Loading

Featured Articles

Popular Articles

New Customer
Customers Registration
Customer Overview
Exporting Customers Inv/Est/Pay To ZIP
Customer Reminders

Newest Articles

Tables Are Not Loading
Contracts Templates
Pin Projects
Disallow project members to see all project tasks
Link Estimate To Project

Recently Updated Articles

Tables Are Not Loading
Linking Task To Features
How totals are calculated
Contracts Templates
Pin Projects

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