How to Send an Estimate to a Client or Lead

Your leads and customers will ask you to send him/her an estimate.   It’s the same in both sections, leads or clients.  Here we’re using the Clients section as an example.  Just follow these steps. 1- Open your clients’ page For this, go to CRM > Clients. You’ll see a spreadsheet containing all your client profiles. 2- … Read more

How do I See the Leads Generated Through my Forms? (Manage my Form Submissions)

If you want to see all the leads your forms are generating, you simply go to CRM > Leads. There, you’ll see all the leads generated by your leads in a spreadsheet containing all your lead details. You’ll find these columns: Name Form Category Date Actions Email Home Phone Work Phone Other Preferred Property Name Address … Read more

How to Create New Administrator Accounts

Administrators have access to the control panel and have permissions to perform all actions like: Manage clients Manage leads Manage employees Billing Etc. This role is for business managers or administrators, while the employee accounts are for field workers. Therefore, we show you how to create new administrator accounts. 1- Open your “Admins” page For … Read more