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 […]

Have a little fun with your CRM by adding an image or an avatar to your profile. A little bit of customization may just brighten your day! Just click on the box on the top of the page and choose if you would like to use an avatar. If you do, just browse through your […]

Commissions are paid to employees for completing a particular task or a project. It is a great incentive to keep people motivated. Depending on the your company, whether commission is given after the salary is paid, or if the job is solely commission based, we have created an interface that makes paying these commissions a […]

We have added a brand new feature to the CRM, called Timekeeping. Employees are now able to check in and out when they login to the CRM. In order to make sure the hours will be logged correctly, the manager and/or administrator of the company has to set the correct timezone. This can be done […]

We have created an extensive Video Library to help guide you through different stages and many processes within your CRM. These videos provide step by step instructions for the features you are going to use. To begin the process, just simply select ‘Manage Expense’ from the ‘Invoice Automation’ menu. We placed an icon on your […]

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 […]

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 […]