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 […]
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 […]
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 […]