For better record keeping in your company, we have created a feature within the CRM to add, track and view expenses. Whether it’s for travel, equipment, food or supplies, you can easily attach receipts, forms and files to the employee and/or customer. The ‘IN’ amount comes from invoices and the ‘OUT’ amount comes from ‘projects’ […]

Let’s discuss all the information you can get from the My Projects funnel and Widget and how you can manage any aspect of both of them without leaving your dashboard. To help you better understand, watch the video below: When you click on a stage in the funnel, you’ll see the Project name, type, due […]

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 […]

In this video & article we go over the entire project management system. We will showcase how to: 1) Add Projects 2) Add Tasks 3) Create Invoices for Tasks 4) Submit Invoices for Tasks 5) Send Invoices for Projects First, go to Project Management and My projects. This is where you’ll find all open projects. […]

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 […]

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 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 […]

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 […]