To Create Lead
- To add a new lead, start by clicking the "Add Lead" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the lead.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the lead is successfully created and can be viewed in the Lead list.
To Create Campaign
- To add a new campaign, start by clicking the "Add Campaign" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the Campaign.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the Campaign is successfully created and can be viewed in the Campaign list.
To Create Contacts
- To add a new Contact, start by clicking the "Add Contact" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the Contact.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the Contact is successfully created and can be viewed in the Contact list.
To Create Opportunity
- To add a new Opportunity, start by clicking the "Add Opportunity" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the Opportunity.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the Opportunity is successfully created and can be viewed in the Opportunity list.
To Create products
- To add a new products, start by clicking the "Add products" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the products.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the products is successfully created and can be viewed in the products list.
To Create quotes
- To add a new quotes, start by clicking the "Add Quotes" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the quotes.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the quotes is successfully created and can be viewed in the quotes list.
To Create service
- To add a new service, start by clicking the "Add Service" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the service.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the service is successfully created and can be viewed in the service list.
To Create vendors
- To add a new vendor, start by clicking the "Add Vendor" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the vendor.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the vendor is successfully created and can be viewed in the vendors list.
To Create purchaseorder
- To add a new Purchaseorder, start by clicking the "Add Purchaseorder" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the Purchaseorder.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the purchaseorder is successfully created and can be viewed in the purchaseorder list.
to create invoice
- To add a new Invoice, start by clicking the "Add Invoice" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the Invoice.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the Invoice is successfully created and can be viewed in the Invoice list.
To Create salesorder
- To add a new salesorder, start by clicking the "Add Salesorder" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the salesorder.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the salesorder is successfully created and can be viewed in the salesorder list.
To Create pricebooks
- To add a new pricebooks, start by clicking the "Add pricebooks" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the pricebooks.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the pricebooks is successfully created and can be viewed in the pricebooks list.
To Create Asset
- To add a new asset, start by clicking the "Add Asset" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the asset.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the asset is successfully created and can be viewed in the asset list.
to create faq
- To add a new FAQ, start by clicking the "Add FAQ" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the FAQ.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the FAQ is successfully created and can be viewed in the FAQ list.
To Create tickets
- To add a new tickets, start by clicking the "Add Ticket" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the tickets.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the tickets is successfully created and can be viewed in the tickets list.
To Create service Contract
- To add a new service contract, start by clicking the "Add Service Contract" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the service contract.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the service contract is successfully created and can be viewed in the service contract list.
To Create projects
- To add a new Projects, start by clicking the "Add Projects" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the projects.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the projects is successfully created and can be viewed in the projects list.
To Create project tasks
- To add a new Projecttasks, start by clicking the "Add Projecttasks" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the Projecttasks.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the projecttasks is successfully created and can be viewed in the projecttasks list.
To Create projectMilestone
- To add a new ProjectMilestone, start by clicking the "Add ProjectMilestone" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the projectMilestone.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the projectMilestoneis successfully created and can be viewed in the projectMilestone list.
To Create documents
- Click on the menu icon located at the top left corner of the screen.
- Select "Documents" from the menu options to access the documents view.
- In the documents view, locate the "New Document" button positioned at the top right corner and click on it.
- 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.
- Before uploading, ensure all mandatory fields are filled out. Once ready, click on the "Upload" button to upload the document.
To Edit Company details
- Click on the settings icon located at the top right corner of the page.
- A menu bar will appear on the left side of the screen. Navigate to "Configuration."
- Under "Configuration," select "Company Details."
- You'll be directed to the detail page where you can view company information. Click on the "Edit" button on the right side.
- 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
- To add a new Email template, start by clicking the "Add Email Template" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the Email Template.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the Email Template is successfully created and can be viewed in the Email Template list.
to create group
- Click on the settings icon at the top right corner of the page to open the menu bar.
- In the menu bar, navigate to "User Management" and select "Groups" from the options.
- Locate the "Add Group" button at the top right corner of the page and click on it.
- Fill in all the required details for the new Group on the page that appears, ensure by filling all required fields.
- 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
- To add a new tags, start by clicking the "Add Tags" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the tags.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the tags is successfully created and can be viewed in the tags list.
To Create users
- To add a new user, start by clicking the "Add User" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the user.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the user is successfully created and can be viewed in the users list.
To Create webform
- To add a new webform, start by clicking the "Add Webform" button located at the top right corner of the page.
- Once clicked, you'll be directed to a page where you can input the necessary details for the webform.
- Ensure all required fields are filled before proceeding.
- Once all details are entered, you'll find a "Save" button at the bottom of the page. Click on it to save your changes.
- Now, the webform is successfully created and can be viewed in the webform list.