Author: mzadmin

Complete Guide to Creating and Sending Surveys From Building Mail Lists to Viewing Results — Everything You Need to Run Effective SurveysCreating mail listsAfter you ...

Disabling Knowledge BaseCustomers areaIn case you don’t need the knowledge base on the customers are there is an option to disable the knowledge base feature.To ...

Contracts TemplatesIn order to make the contract process creation easier, in CRM you can create predefined HTML templates that can be used each time a ...

Expense ReportsThere is 3 types of reports for expenses.Yearly report for all expenses including categories.To view full expense report navigate to Reports -> ExpensesDetailed Report.To view detailed ...

Import Leads From WordPress Contact Form 71. Import Leads From WordPress Contact Form 7CRM has the ability to import/capture leads from the most popular contact ...

Email Piping / Auto Importing Tickets Email Piping is a feature in CRM to auto open or reply to ticket from email. You can’t use ...

Add New Task StatusNOTE: This feature is available starting from version 1.6.2By default  CRM ships with 5 predefined statuses, Not Started, In Progress, Testing, Awaiting ...

ProjectsAdd New Project StatusNOTE : This feature is available starting from version 1.6.2 By default CRM ships with 5 predefined statuses, Not Started, In Progress, ...

InvoicesMerging InvoicesMerging invoices is feature in CRM that allows you to merge/include already created invoices into 1 invoice by passing all the invoice info to ...

Sending proposal to customer or lead We assume that you already have created the proposal. Click on the mail icon from the right side and ...