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Category : Contacts

How do I get vendor information?

Click the [contact] button Under the vendors title click the [browse vendors] button Click on the first letter of the vendors name to make your search go a little faster Once you have found and click on the vendor of your choosing it will lead you to their dashboard where are of their information will

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How do I convert Client to a Vendor?

Click on the [contact] button Click [browse clients] Find the client that you would like to change (you may also enter their name in the top search bar where their dashboard with show once you click on the right client) Once you on their dashboard, on the right of the screen there will be an

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How do I get staff information?

On the menu under the [contacts] button Under the staff drop down menu click the [browse staff] There you can search the staff member alphabetically by clicking the first letter or their name at the top of the screen Once you have found their name you may click on them to bring you to their

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What is Timesheet and how do I track hours?

First timesheet is a section in the software that allows you to keep track of hours that you have logged while working on certain aspects of your business. Therefore to get into this part you must first click [contacts] button Under the staff menu there is another button called [timesheet] Once there its going to

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How do I get leads information?

On the menu under the [contacts] button Under the leads drop down menu Click the [browse lead] button Once on this page you may look up the lead by all, active, contacted, dead, qualified, or won Once you have found the lead that you are looking for, if you click the name it will take

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How do I create a lead?

On the menu under the [contacts] button Under the leads drop down menu, click the [add lead] button Enter the information needed to finish the lead and change any information Make sure to scroll down to the bottom of the page and save the lead when finished  

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