THOHUCRM: Uniting sales, support, and inventory seamlessly for streamlined business management.

To Create Lead

  1. To add a new lead, start by clicking the "Add Lead" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the lead.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the lead is successfully created and can be viewed in the Lead list. 

To Create Campaign

  1. To add a new campaign, start by clicking the "Add Campaign" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the Campaign.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the Campaign is successfully created and can be viewed in the Campaign list. 

To Create Contacts

  1. To add a new Contact, start by clicking the "Add Contact" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the Contact.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the Contact is successfully created and can be viewed in the Contact list. 

To Create Opportunity

  1. To add a new Opportunity, start by clicking the "Add Opportunity" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the Opportunity.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the Opportunity is successfully created and can be viewed in the Opportunity list. 

To Create products

  1. To add a new products, start by clicking the "Add products" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the products.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the products is successfully created and can be viewed in the products list. 

To Create quotes

  1. To add a new quotes, start by clicking the "Add Quotes" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the quotes.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the quotes is successfully created and can be viewed in the quotes list. 

To Create service

  1. To add a new service, start by clicking the "Add Service" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the service.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the service is successfully created and can be viewed in the service list. 

To Create vendors

  1. To add a new vendor, start by clicking the "Add Vendor" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the vendor.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the vendor is successfully created and can be viewed in the vendors  list. 

To Create purchaseorder

  1. To add a new Purchaseorder, start by clicking the "Add Purchaseorder" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the Purchaseorder.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the purchaseorder is successfully created and can be viewed in the purchaseorder list. 

to create invoice

  1. To add a new Invoice, start by clicking the "Add Invoice" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the Invoice.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the Invoice is successfully created and can be viewed in the Invoice list. 

To Create salesorder

  1. To add a new salesorder, start by clicking the "Add Salesorder" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the salesorder.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the salesorder is successfully created and can be viewed in the salesorder list. 

To Create pricebooks

  1. To add a new pricebooks, start by clicking the "Add pricebooks" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the pricebooks.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the pricebooks is successfully created and can be viewed in the pricebooks list. 

To Create Asset

  1. To add a new asset, start by clicking the "Add Asset" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the asset.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the asset is successfully created and can be viewed in the asset list. 

to create faq

  1. To add a new FAQ, start by clicking the "Add FAQ" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the FAQ.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the FAQ is successfully created and can be viewed in the FAQ list. 

To Create tickets

  1. To add a new tickets, start by clicking the "Add Ticket" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the tickets.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the tickets is successfully created and can be viewed in the tickets list. 

To Create service Contract

  1. To add a new service contract, start by clicking the "Add Service Contract" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the service contract.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the service contract is successfully created and can be viewed in the service contract list. 

To Create projects

  1. To add a new Projects, start by clicking the "Add Projects" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the projects.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the projects is successfully created and can be viewed in the projects list. 

To Create project tasks

  1. To add a new Projecttasks, start by clicking the "Add Projecttasks" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the Projecttasks.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the projecttasks is successfully created and can be viewed in the projecttasks list. 

To Create projectMilestone

  1. To add a new ProjectMilestone, start by clicking the "Add ProjectMilestone" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the projectMilestone.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the projectMilestoneis successfully created and can be viewed in the projectMilestone list. 

To Create documents

  1. Click on the menu icon located at the top left corner of the screen.
  2. Select "Documents" from the menu options to access the documents view.
  3. In the documents view, locate the "New Document" button positioned at the top right corner and click on it.
  4. A popup window will appear, prompting you to upload a document. Click on the "Select File from My Computer" button to choose the desired document from your device.
  5. Before uploading, ensure all mandatory fields are filled out. Once ready, click on the "Upload" button to upload the document.

To Edit Company details

  1. Click on the settings icon located at the top right corner of the page.
  2. A menu bar will appear on the left side of the screen. Navigate to "Configuration."
  3. Under "Configuration," select "Company Details."
  4. You'll be directed to the detail page where you can view company information. Click on the "Edit" button on the right side.
  5. In the edit page make necessary changes, and then save your edits by clicking the "Save" button at the bottom of the page.

To create email templates

  1. To add a new Email template, start by clicking the "Add Email Template" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the Email Template.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the Email Template is successfully created and can be viewed in the Email Template list. 

to create group

  1. Click on the settings icon at the top right corner of the page to open the menu bar.
  2. In the menu bar, navigate to "User Management" and select "Groups" from the options.
  3. Locate the "Add Group" button at the top right corner of the page and click on it.
  4. Fill in all the required details for the new Group on the page that appears, ensure by filling all required fields.
  5. Once all details are entered, find the "Save" button at the bottom of the page and click on it to save your changes.

To Create tags

  1. To add a new tags, start by clicking the "Add Tags" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the tags.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the tags is successfully created and can be viewed in the tags list. 

To Create users

  1. To add a new user, start by clicking the "Add User" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the user.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the user is successfully created and can be viewed in the users list. 

To Create webform

  1. To add a new webform, start by clicking the "Add Webform" button located at the top right corner of the page.
  2. Once clicked, you'll be directed to a page where you can input the necessary details for the webform.  
  3.  Ensure all required fields are filled before proceeding.
  4. Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
  5. Now, the webform is successfully created and can be viewed in the webform list.