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    KNOWLEDGE BASE ARTICLES

    Calendar & Activities, popCRM

    Sync your Google or Outlook Calendar

    1) How to sync your Calendar? Once you have connected your Google or Outlook account in popCRM, go to the Calendar option from the sidebar. This will open up a modal window showing all the Calendars available in your connected account. Choose the calendar from the dropdown option which you want to connect with popCRM….

    Calendar & Activities, popCRM

    Plan and manage your Sales activities

    1) How to create a new activity? It is very easy to create an activity in popCRM and help you understand your schedule for the day, week, and month and plan your next activities accordingly. Go to the Calendar menu from the sidebar. Click on Add new activity. This will open a modal window where…

    Calendar & Activities, popCRM

    Calendar & Activities Overview

    Stay organized by maintaining all your activities in a calendar which will help you to manage your business activities effectively. Organized tasks help you to track your activities and save a lot of time.   Following are the things you will be able to manage in your Calendar in popCRM:   1) View all your…

    Invoices, popCRM

    Recording Payments in an Invoice

    1) In how many ways I can record payments for an Invoice? There are two different ways of recording payments in an invoice. Manually recording a payment when payment was made through offline channels like a direct bank transfer. Automatically when customers make a direct payment using the Payment Gateway (Stripe, PayPal, etc.) linked to…

    Invoices, popCRM

    How can I get shareable link for the Invoice?

    Where can you use the shareable links? Shareable links of the invoices can be used to share the invoices link to the customer in private chats, SMS,etc. How to get the shareable links for the Invoice? From the sidebar, click on Invoices to go to the listing. Select the invoice from the invoice table list…