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Frequently Asked Questions

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Team Members

  • Adding & Managing Team Members
  • Admin Users
  • Update Profile
  • Update Notification Settings
  • Update Password
  • Change Theme
  • User Roles

Clients

  • Clients Overview
  • Create, Edit & Delete Client Accounts
  • Client Management
  • Custom Fields
  • Client Settings

Projects

  • Projects Overview
  • Create Projects
  • Project Management
  • Views (List, Card)
  • Project Cover Images
  • Custom Fields
  • Project Settings

Tasks

  • Milestones
  • Tasks
  • Time Tracking
  • Custom Fields
  • Milestone Settings
  • Task Settings

Leads

  • Leads Overview
  • Custom Fields
  • Leads Settings
  • Lead Web Forms

Estimates

  • Estimates Overview
  • Creating Estimates
  • Editing Estimates
  • Change/Reset Estimate Numbers
  • Estimate Statuses
  • Currency Settings
  • Estimate Settings

Invoices

  • Invoices Overview
  • Creating Invoices
  • Editing Invoices
  • Recurring Invoices Instructions
  • Invoice Products
  • Additional Information On Invoices & Estimates
  • Change/Reset Invoice Numbers
  • Invoice Statuses
  • Currency Settings
  • Invoice Settings
  • CSS Styling PDF Invoices

Expenses

  • Expenses Overview
  • Currency Settings
  • Expense Settings

Email

  • Email Settings
  • Email Templates
  • SMTP Email-SendGrid

Subscriptions

  • Introduction
  • Subscription Plans

Accepting Payments

  • Introduction
  • Stripe Payment Gateway
  • PayPal Payment Gateway
  • Subscription Settings

Tickets & Knowledge Base

  • Tickets Overview
  • Knowledge Base Overview
  • Knowledge Base Settings

Settings

  • Main Settings
  • Company Settings
  • Theme
  • Cron Job Settings
  • Category Settings
  • Tag Settings
  • Tax Settings

One Tool To Replace Them All

Forget about jumping from one tool to another, just to get the job done.

With our CRM, you get all the tools that you need in a single, easy to use application.
Create Account See Pricing

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Haagbo SarlU
1, rue du Cimetière Djama
BP 76 Atakpamé
TOGO

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