Lead/Project/Opportunity Funnels and Lead/Opportunity Sources
August 24, 2015The 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 […]
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
Categories
Company
Web3Box Software
- 170S Green Valley
- Suite 300, Henderson
- NV 89012
- info@w3bcrm.biz
- +1 619 888 3886
Copyright 2018 Web3box Software, LLC
+1 619.888.3886 • office@web3box.com
+1 619.888.3886 • office@web3box.com