When you define a project, you are asked to choose a Project Manager. Then, when you post tasks, you are asked to assign the task to an employee. That means that you have two (2) people on your project, two people that will receive notifications for that task: comments, daily activity, reported hours, new documents, […]

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 […]

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 […]

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 […]

Let’s talk a bit about how to edit an existing invoice. You may do this if something has changed after you created an invoice, or if you made a mistake you can easily correct it. All you have to do is find the invoice. Go to the top menu and select ‘Invoice Automation’, then ‘Manage […]

Within Web3Box CRM, you are able to Print your invoices, Save them in a PDF format and Email them to your clients. Access your open invoices from the ‘Invoice Automation’ menu. When you click on one, you will see the option to ‘Preview or Print’ the invoice. The invoice will be opened for you to […]

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 […]