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….
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 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…
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…
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…
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…
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 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….
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…
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…