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How To Open Trades In The CRM

Published: 2024-11-27 03:39:30

IN THE CRM

1. Go to "Manager platform" in the left menu and select "Orders".

2. Click the "New order" button in the top right corner.

3. Follow the 5 steps of creating an order by clicking the "Continue" button in the bottom-right on every stage.

How to set up staff permissions

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

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

IN THE CRM 1. Click on the "Sales" button in the left menu and select "Invoices" from the dropdown ...
How To Change A Language on the Platform?

How To Change A Language on the Platform? ON THE CRM 1. Go to your profile - the orange circle on...
How To Add A New Filter To Leads?

IN THE CRM 1. Go to "Setup" at the bottom right part of the settings panel. 2. Choose "Custom ...