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
Here’s how you can add new fields to your client profiles. You need to follow these steps: 1- Open your Clients page Go to CRM > Clients. Here you’ll see all your clients on a spreadsheet. Now, you need to place your mouse cursor on Clients icon in left menu and select the Setup Profile option. … Read more
Here’s how you can export your client profiles to a CSV file. 1- Place the mouse cursor on Settings and click on Export. 2- Select clients to export In the What field do you want to export dropdown, select Clients. Then, click on Export. 3- Done After that, your clients will be exported to a CSV file. If … Read more