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 […]

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 […]

Lead Funnel Management (LFM) helps your Sales people and your Sales managers to closely observe the sales process. When we talk about the sales process, we are talking about the flow of a Lead contacting the company, to the point when the Lead gets converted into a customer. Use the Lead Funnel Management system tool […]

Use the ‘Share’ function when you want to let other employees view and work with your Leads. This option is helpful if employees want to share the workload, or if someone has other information to add to the particular lead. They can quickly do this by following these easy steps. To access this function, go […]

Our CRM combines different interfaces for a simple, yet detailed working system. There are only few simple steps to be able to check on a particular customer and see the issued invoices; also, you view and edit those invoices. To view your Customers’ orders, go to ‘Salesforce Automation’, then ‘Customers & Reports’. Select your Customer […]

Within Web3Box CRM a user can send emails to Contacts, Leads or Customers. We were asked to add a function that will schedule the emails. Why? because let’s say you leave for a vacations and during this time some emails have to be sent. For this reason we have a added a brand new feature we […]

If you are a company that has employees with customers and clients spread throughout the country, then the following article may be beneficial for you. A great visual feature has been added to the CRM, regarding territories. The setup takes just a few minutes, following these simple steps. To define ‘Territory rules’, you must first define territories. […]

In general, when someone starts to use the CRM, they upload and/or add contacts. That is usually the starting point, the initial step to start working with the CRM. In that case, if that contact is moving forward with your proposal, or whatever the next step would be in your company, then they become a […]

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 […]

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 […]