Add and Edit an Employee within Web3Box 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
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