Frequently Asked Questions

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  • How to assign a new member to lead/task?

    Go to “Lead/Task”, then click assigned to assign new member.

  • How to Complete the task?

    Go to respective task, then click complete task & comment also.

  • How to record internal work?

    Go to ‘Create New” on top right hand side, then click “Add Task” we have a sliding option, then you click “Internal Task”, subject, description and assigned to, due date is compulsory. Rest fields of “Add task” are optional.

  • How to mail from task/lead?

    Go to ‘Dashboard’ on left side drop down, then Go to respective ‘Lead/Task’ search tasks, select content, Create to the Client, see how to look the body of mail content.

  • How do categorised my tasks?

    Go to ‘Dashboard’, on left side drop down, then click ‘Task’ click on ‘Filter’ option & categorised you need as well.

  • How to add more Organisations?

    Add more organisation by Super Admin. It depends on your plan.

  • How to add Proposal Template?

    Go to ‘Create New” on top right hand side, then click “Add Proposal Template” template name, title, description.

  • How to Add Proposal ?

    You can add this in a two ways. First you Go to ‘Create New” on top right hand side, then click “Add Mail” search tasks, client, contact person, proposal date, client name, concerned person, address, subject, add description, fees. Second You Go to respective ‘Lead/Task’ then you can add a “Add Mail” as well.

  • How to Add Contact Person?

    You can add this in a two ways. First you Go to “Create New” on top right hand side, then click “Add Contact Person” contact name, email, phone. Second you can go to add lead/task, add contact person as well.

  • How to add Designation?

    Go to “Create New” on top right hand side, then click “Add Designation” designation name, select privileges.



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