We added a new video into Web3Box Video Library that explains how easy is to create and apply Activity Sets to your leads, opportunities or clients. One of the most used functionality within a crm is “Add Activity”. An activity can be a phone call, a meeting reminder, an email to be sent or anything […]

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 […]

Let’s talk a bit about uploading documents for Projects and/or Tasks. For example, we have a project “Project A” and two tasks “Task A”, “Task B”. Project “A” is attached to a Customer and the Customer sent us some files such as invoices, project details, images, etc. These documents are supposed to be shared with […]

Employee Hierarchy means the arrangement of individuals within a corporation according to power, status and job function. What you can see and manage in the crm is dictated by the hierarchy you set. Employee Hierarchy can only be defined by a crm user with Administrator rights. See below a general company structure and the necessary […]

Stages a Lead goes through from inception to being executed Intro: Web3Box CRM has the concept of Statuses for leads, like Contact Made, Proposal Sent, Shipped, …etc. However, several customers asked for Stages concept. And we created the interface and functionality that will be explained below. To make it easy to follow, I will split […]

We added a new video under the Web3Box CRM video gallery. Video explains how to add activities under a Lead or a Customer record and how the activity displays into the calendar. Some examples of what and activity can be: – Phone calls – Emails – Tasks – Appointments – Campaign Response – Service Activity […]