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Apply and modify Activity Sets

November 04, 2015

An activity set is a template for a group of activities that can be applied to a Lead, Customer, or Opportunity. Activity template setup depends on Your company, Your standards, meaning the steps you take with your Leads, or with your particular process. The ‘Global Configuration’ interface is where you can create your own activity […]

Employee Feed

October 13, 2015

Keeping track of employee performance has just been made easier in the CRM. We introduced a new feature, called Employee Feed. It records daily activities of any employee that logs into the CRM. All this is to help the managers review what their employees have done throughout the day. There are no settings button, everything […]

How to resize Widgets in CRM Dashboard

September 04, 2015

Ever since we have added the Widgets to our CRM dashboard, we have been trying to improve them even more. We have come up with a resizing feature, where you can simply change the size of any given widget that you are primarily using. Change them according to your needs, expand them horizontally, as well […]

Employee File in Web3Box CRM

August 27, 2015

When we worked on our Web3Box Dashboard, the idea was to have a great overview of the company as a whole, that’s why we created the widgets. Everything is in one place, organized by importance, by You. Similarly, we have added the ‘Employee File’ button right there on the dashboard. Again, the idea was to […]

Lead/Project/Opportunity Funnels and Lead/Opportunity Sources

August 24, 2015

The video below features how we graphically display the most important and sensitive information of your company using widgets right here on your dashboard. Use the Funnel Management system tool to properly keep track of Leads, Opportunities and Projects within your company. There are 3 Funnel representations for Leads, Opportunities and Projects. There are also […]

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