Leads Overview | Everything you need to know
Updating Leads Overview | Everything you need to know How can you use Leads in popCRM? Managing sales pipeline in stages: You can add your leads and assign them to different stages as per the interaction you had with the leads. In this way, you can manage them better. Tracking the Source of Leads You…
Invoice overview
1. Create an Invoice Navigate to Dashboard. Click on the Invoice module. Click on the + New invoice button. This will take you to New invoice snippet. Type the receiver name and click on Create to create an invoice To know more please refer to How can I create an invoice? Adding Items on items…
How to set up reminders, tasks, or follow-ups for yourself?
How to create a reminder call, and meeting for the Lead/Customer on popCRM? Now you can create and assign the reminder call or follow-up with your Lead, directly from your popCRM portal, and it will be also created as the event in your calendar. Here’s how you can do that: STEPS: Lead> Activity>…
How can I create an invoice?
Steps to Create New Invoice Use Invoices to get paid by your clients on time. With popCRM you can easily create and send invoices to your clients here are the steps to be followed. Navigate to Dashboard. Click on the Invoice module. Click on the + New Invoice button. A modal will open for New…
Pipeline View
popCRM helps you keep track of your lead progress by providing you with information about your leads based on what stage they occupy in your Pipeline View. What are stages and how to add or remove a stage? The pipeline stages can be defined by an Admin Use. By default popCRM comes with five stages…
How to add a custom field to Agency & Client Company info on Invoice?
Adding a custom field to the (Your) Agency Information Section of Invoice Navigate to the Settings page from the sidebar. Select Invoices from the Customer Management section. Scroll down to Formatting and select My company info. You can choose the required available merge field options which you want to get reflected on the invoice PDF….
Contacts Overview
Create Contact Click on the Client Name to open the client details editing window. select contacts from the menu and click on Add contact. On New contact window enter Name, Email, Title and Phone of the contact. If you want the contact added to be the primary contact you can mark the toggle on. Click…
Audit Trail | Know what happened with your Invoice
Why do you need an Audit Trail? An Audit Trail helps you keep track of all the activity that happened with your Invoice. E.g. who opened the Invoice, who updated it, etc. One main purpose of an audit trial is to help detect and prevent fraud. What you can know through the Audit trail? Through…
How can I add notes for a customer?
In order to add notes for a customer you need to follow the following steps: 1. Navigate to Customer module on dashboard. 2. This will take you to the customer listing module. You can click on the Customer name and this will take you to the customer information. 3. Choose Notes to add. Write the…
How can I setup offline payment methods?
What are offline payment methods? The payment method variant (a type of card) is not included. This basically includes Bank transfer – IMPS, RTGS, NEFT, etc. Adding or updating a new payment method? Before going to the steps for how to add payment method let us see an example – I want to add my…