You can sort your employees as per your preference by clicking on the field name. By which field the sorting is done is denoted by small blue arrow beside the field name.
How can I add new employee?
You can add a new employee by clicking on the Add New button on the top right-hand side of the page.
Can we directly add Quotation to the Customer?
Yes, you can add Quotation, Invoice, and Performer Invoice to the Customer by clicking on the button present beside the customer details.
Is it possible to import customer records?
Yes, you can import customer records by clicking More button, after that click on Import Customers button. Thus you can import your file in it.
Can I search customer by Customer Name?
Yes, you can search customer by Company Name, Customer Name, and Mobile Number, simply by typing in the Search field on the top right-hand side of the page.
How do I sort my customers?
You can sort your customers as per your preference by clicking on the field name. By which field the sorting is done is denoted by small blue arrow beside the field name.
How can I add new customer?
You can add a new customer by clicking on the Add New button on the top right-hand side of the page.
Can we download the lead data?
Yes, you can download the lead data by clicking the More button. In that, select the desired fields and click on the Download button.
What are Tasks?
Tasks are nothing but a To-Do-List of the Lead.
Can I search lead by Company Name, Contact Name, and Mobile Number?
Yes, you can search lead by Company Name, Contact Name, and Mobile Number, simply by typing in the Search filed on the top right-hand side of the page.