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 […]
Stages a Lead goes through from inception to being executed
Stages a Lead goes through from inception to being executed Intro: Web3Box CRM has the concept of Statuses for leads, like Contact Made, Proposal Sent, Shipped, …etc. However, several customers asked for Stages concept. And we created the interface and functionality that will be explained below. To make it easy to follow, I will split […]
How to add activities to Leads or Customers
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 […]
