Do you currently accept payments using PayPal? Take advantage of connecting your PayPal account in your CRM. Visit the Integration section – located within the Payments tab – to gain access to payment credentials used to authenticate and give permission for payment data flows between your CRM and PayPal. With just one simple click, you ..
Archives : August-2024
Overview The first step in setting up a subscription payment page is to integrate Stripe with the CRM. This section will guide you through the process of connecting your Stripe account to the CRM. Detailed Steps Creating a Product Overview Once Stripe is connected, the next step is creating a product that you want to ..
This feature empowers businesses to effortlessly manage their invoicing process by using customizable invoice templates and automated workflows. Convert Template Templates Page Workflow Integration Seamlessly integrate templates into your workflows using the “Send Invoice” action. Workflow Action Configure action names, select the sender details (From User), and choose a template from the list. Versatile Use ..
Benefits of Multi-Recipient Signature Support The introduction of multi-recipient signature support in our CRM brings several key benefits: Step-by-Step Guide to Using Multi-Recipient Signature Support To take full advantage of this new feature, follow the steps outlined below: Assign Signatures: Primary Recipient: Signature Links: Tracking and Certificate: Troubleshooting and FAQs What if a recipient did ..
Benefits of Sharing Proposals & Estimates via Links Before diving into the how-to guide, let’s explore the advantages of using this feature: Step-by-Step Guide to Sharing Proposals & Estimates Accessing Proposal and Estimate Sharing: Sharing via Link: Personalized Links: Document Management: Practical Examples and Use Cases Imagine you’ve just finalized a project proposal and need ..
The first step in generating documents and contracts is to create a template within the CRM. This section will guide you through the process of setting up a template that can be customized and reused for various clients and projects. Detailed Steps Adding Signatures to Your Template Overview For documents requiring multiple signatures, it’s crucial ..
The currency selection feature is a significant enhancement aimed at eliminating the complexities associated with international transactions. By allowing businesses to choose and accept payments in the currency of their client’s country, this feature addresses a common pain point and streamlines the process of invoicing clients outside your own country. Primary Benefits: Step-by-Step Guide to ..
Enhanced Subscription Flexibility The introduction of coupon codes for subscription products marks a significant advancement in promotional strategies. This feature allows businesses to: Simplified Coupon Management Managing promotional offers is now more straightforward, thanks to the CRM’s user-friendly interface. This section of the guide will walk you through the process of creating and applying coupons ..
Pipelines Opportunity Pipelines In this area, you’ll have the capability to construct, arrange, and oversee various pipelines that comprise your opportunities section. If you haven’t already explored the “Opportunities” tab within your CRM, it’s advisable to do so once you’ve finished reviewing this instructional guide to familiarize yourself with its features. NOTE: Depending on your ..
Welcome to the “Opportunities” tab overview. This section is designed to help you efficiently manage and organize new business opportunities by incorporating them into pipelines, allowing you to monitor their progress throughout the entire sales cycle. Once the pipelines are in place, you can start leveraging this powerful feature to streamline your sales process. NOTE: ..