Sending proposal to customer or lead
We assume that you already have created the proposal. Click on the mail icon from the right side and popup with...
Customers
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Customer admins
If you dont want to give permission VIEW for staff member to be able to see all customers you can... -
New Customer Contact
New Contact To create new customer contact, open the customer profile in the admin area that you want to create... -
Send contact set password link
Follow the steps if you want to send set password link to your contact. 1. When creating new contact When you... -
Reports
General Customer Report Customer report can be generated from the Reports feature. Select Report type Customer and the necessary report time you want to see... -
Customer Reminders
With ASOFT CRM you have option to set customer reminder. This option allows you to never forget anything about your... -
Customer Overview
You can view all customer data like invoices,contracts,tickets,notes, by clicking on the customer edit button and on the right site you can view...
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