GDPR General Setting For GDPR General setting click the button under the ⚙︎ Setting button as follow Right to Data Portability Setting For Right to Data Portability setting click the button under the ⚙︎ Setting button as follow Right to…
Add new Column to the Lead Kanban Board To add a new Column, click the button on the lead main page and follow the following procedure. Enter the Lead Status/Column name. Enter the label color for new lead column Click…
Lead Source Setting For Message setting click the button under the ⚙︎ Setting button as follow
Lead Status Setting For Lead Status setting click the button under the ⚙︎ Setting button as follow
Lead Agent Setting For Lead Agent setting click the button under the ⚙︎ Setting button as follow
Client Dashboard To access the client dashboard, click the button in the dashboard menu. It will show the following charts and tabular forms of client’s records. Select the date range to view project details between specific dates. Moving down the…
Add new client In order to create a new client on client module click create new client Here you can: Select client prefix Enter the client’s name * Enter the client email * Enter the client password Enter client company…
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