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How To Create A Task

IN THE CRM

1. Navigate to "Tasks" in the left menu.

2. Click on "New Task" at the top-left of the page.

3. Fill in the required information in the fields. Mandatory fields are marked with an asterisk (*).

4. Click "Save" at the bottom-right of the page to create the task.

How to set up staff permissions

IN THE CRM Invoices View (Global) – All invoices. View (Own) – Only invoice...
Whatsapp Integration

IN TWILIO Note: There is no support available without having facebook business approved accoun...
How To Create An Admin

An Admin has more functions and permissions than a user. An admin role will give you an access to c...
How To Add Balance To An Account

IN THE CRM 1. Go to "Traders" in the menu on the left side of the page. 2. Choose a trade...
How To Apply For A Subscription

ON THE PLATFORM 1. Press on the "Manager" tab on the left side menu. 2. In the top row click "...