How to create a Project from an existing Quotation

,
-On CRM, Click on Inquiry Processing -Identify the specific Quotation and under Process Open it -Next to the Inquiry Details, is Quotation, click on it -On the right side, Add Item, Header/Footer, PDF then click on CREATE PROJECT. -Wait…

How to create Schedules

Click on SCHEDULES on the top bar Click on CREATE TASK which is on the top right side A pop screen appears, input the details as required and SAVE

How to Create a New Project

Next to the CRM tab is the PROJECTS tab -Point to Projects, a drop down menu appears, click on Projects Management. -Top right, click on New Project -Fill in the required details -SAVE

How to ADD an ITEM on a Quotation

 Click on CRM  Click Inquiry Process  You have the client in the system under the New Business (Lead), OPEN the PROCESS  Click on QUOTATION  On the right hand side, click on the tab, ADD ITEM.  Fill in the description…

How to Convert Inquiries into a New Business

 Click on CRM  Click Inquiry Process  You have the client in the system under the New Business (Lead), OPEN the PROCESS  Click on QUOTATION  On the right hand side, click on Convert.  A pop up screen appears, fill…

How to create a NEW INQUIRY

On the top bar, click on CRM On the drop down menu, click INQUIRY PROCESSING On the top right side click NEW QUOTATION On the pop screen, enter the details required and SAVE

How to ADD CONTACT in the CLIENTS Details

Click on CRM A drop down menu appears Click CLIENTS DATABASE Identify the specific client on the list Move across it, to Process and OPEN it Click on ADD CONTACT Fill in the fields and save You can add as many…

How to ADD a CLIENT

Click on CRM A drop down menu appears Click CLIENTS DATABASE On the top right side, click on NEW CLIENT Enter the known client’s details and SAVE

Managing Invoice days validity

From Invoice details page, Click on Edit icon From the Invoice edit screen Modify the number of days value