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...
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 Alfa Fawater CRM you have option to set customer reminder. This option allows you to never forget anything about...
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...