We just added a new feature in the CRM Calendar (SFA -> Calendar) – synchronization with Google Calendar. There are few easy steps to have this set and is supposed that you already have set a Google account. Once you decide to synchronize your Google Calendar activities with Web3Box CRM, you have just few steps […]

An activity set is a template for a group of activities that can be applied to a Lead, Customer, or Opportunity. Activity template setup depends on Your company, Your standards, meaning the steps you take with your Leads, or with your particular process. The ‘Global Configuration’ interface is where you can create your own activity […]

Customizing widgets is now made available for any user that logs into the CRM. Customizing the widgets means: resizing and setting the order for them on the dashboard. Before, managers or administrators had to set the order of the widgets for the employees. Now, the employees can do this themselves, providing more freedom to organize […]

Keeping track of employee performance has just been made easier in the CRM. We introduced a new feature, called Employee Feed. It records daily activities of any employee that logs into the CRM. All this is to help the managers review what their employees have done throughout the day. There are no settings button, everything […]

As the work is being performed for the tasks, employees may have questions, comments regarding them. The same interface where you add your hours to a task, is where you can notify the person who manages the project with any concerns you may have. Find the task and press ‘Edit’. On this page, this task […]

Once projects have been created and tasks have been assigned to them, people who are working on the tasks are responsible to report the hours for their work performed.   You can access all your tasks either from the widget on the dashboard, or from the ‘Project Management’ tab, going to ‘My Tasks’.   Find […]

If you are a new user in the CRM and haven’t established a clientele just yet, a simple way to remind yourself about following up with your contacts, is to set alerts. A real quick and easy way to do that is to create activities. You can do that right on your dashboard, in the […]

Ever since we have added the Widgets to our CRM dashboard, we have been trying to improve them even more. We have come up with a resizing feature, where you can simply change the size of any given widget that you are primarily using. Change them according to your needs, expand them horizontally, as well […]

Employees are a vital part of any company and organization. The feature within the Web3Box CRM is not just for adding basic information about the employees, but a more complex interface with many other elements. In order to add a new employee, go to ‘My Company’, then ‘Manage Employees. Click on the ‘Add Employee’ tab […]

When we worked on our Web3Box Dashboard, the idea was to have a great overview of the company as a whole, that’s why we created the widgets. Everything is in one place, organized by importance, by You. Similarly, we have added the ‘Employee File’ button right there on the dashboard. Again, the idea was to […]