Activity Sets. How to create and apply a set of activities to your leads, opportunities and customers.
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 […]
Attach/upload documents to Projects or Tasks
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 […]
How to define the CRM Employee Hierarchy
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 […]
