Recent Posts

• Getting Started With Opportunities
• CRM Login – Log into multiple instances with the same email
• CRM Sales helps to maintain your sales activity up to date!
• PM Client dashboard
• Creating access for your clients
• W3B Project management with client access
• Automated newsletter communication
• Several customizations
• Project Life Cycle
• Templates for Projects and Tasks
• W3B Project Management Overview
• The process of converting quotes into invoices
• A good combined CRM and Project Management system
• Web3Box CRM – Google Calendar synchronization
• Apply and modify Activity Sets
• Customize widgets by User
• Employee Feed
• Add comments to a task
• How to report hours to an existing task
• Activities in Web3Box CRM
• How to resize Widgets in CRM Dashboard
• Add/edit Employee in Web3Box
• Employee File in Web3Box CRM
• Lead/Project/Opportunity Funnels and Lead/Opportunity Sources
• Subscribers in Web3Box CRM
• Lead Funnel Management
• Share lead in Web3Box CRM
• Profile avatar in Web3Box CRM
• View Invoices under Customers
• Commissions in Web3Box CRM
• Timekeeping with Web3Box CRM
• Send PDF Invoice by email with Web3Box CRM
• Schedule Emails by selecting Date, Time and Time Zone
• How to edit an existing invoice within Web3Box CRM
• Print Invoices from CRM – Online Invoicing System
• CRM tutorials within Web3Box’s Video Library
• Tracking your Expenses with Web3Box CRM
• Projects Funnel and Projects Widget
• Web3Box CRM – Territory Management
• Web3Box CRM – Convert Contacts to Leads
• Importing your Leads is made easy with your Web3Box CRM
• Overview of the Project Management section of the Web3Box CRM
• Create an Email Campaign to stay in touch with your contacts
• Activity Sets. How to create and apply a set of activities to your leads, opportunities and customers.
• Add and Edit an Employee within Web3Box CRM
• Attach/upload documents to Projects or Tasks
• How to define the CRM Employee Hierarchy
• How to add activities to Leads or Customers