Add and Edit an Employee within Web3Box CRM

May 06, 2015

We added a new video into Web3Box Video Library that explains how easy is to create and edit a customer within the crm.
In this video, we showcase a demo customer we already added. You will see how to set subscriptions, how to apply commission rules, how to share the customer with someone else from your team, how to attach files (like contracts and other important documents) and how to define your activities.
It’s important to know, that inside the view client page, we added a quick overview of the customer projects and invoices. Based on project expenses and invoices incomes you can quickly view the IN/OUT report.

Add / Edit Customer page

Add / Edit Customer page

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