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CRM tutorials within Web3Box’s Video Library

June 27, 2015

We have created an extensive Video Library to help guide you through different stages and many processes within your CRM. These videos provide step by step instructions for the features you are going to use. To begin the process, just simply select ‘Manage Expense’ from the ‘Invoice Automation’ menu. We placed an icon on your […]

Web3Box CRM – Territory Management

June 14, 2015

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. […]

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