Don’t be afraid of having an huge amount of leads, you can easy import them in our CRM.   The video below gives you step by step instructions on how to do the import.      If you are a company that handles a few to a few hundred (even thousands) of leads, rather than […]

In this video & article we go over the entire project management system. We will showcase how to: 1) Add Projects 2) Add Tasks 3) Create Invoices for Tasks 4) Submit Invoices for Tasks 5) Send Invoices for Projects First, go to Project Management and My projects. This is where you’ll find all open projects. […]

Create an Email Campaign to stay in touch with your contacts; easily notify them with any news or updates you may have for them. With just a few easy steps to follow, first go to “Marketing Automation”, then ‘Newsletters’. You will click on the ‘List Campaigns’ tab. On this screen, enter a name for the […]

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 […]

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 […]