To get your coworkers into action with the CRM, you can add the users with their defined roles. The instructions below will walk you through the process of adding a user.
STEP BY STEP PROCESS.
1) Once logged in, click on ''CRM settings'' present on the left hand side black panel.
To get your coworkers into action with CRM, you can add the users with their defined roles. The steps below will walk you through the whole process to get started. Prerequisites. Permissions: Any user with access to Control Center along with the ...
This article will help you walkthrough on how to add Quotation on an Ongoing Deal. Prerequisites Permission: 1) Any user with Create and/or Update permission for Quotation under the Order Management. 2) Any user with the Deal read permission. Product ...
This Article covers the HSN codes that are used to classify goods to calculate GST. Prequisites Permissions: Any user with permission BASIC ACCESS (read,update) and ADMIN ACCESS (Read all and Update all) Product & Services. Product Plans: All ...
Step by Step Process 1. Open the google sheet with the records you want to export. Navigate to Extensions> click on Apps Script. 2. You'll attain a quick platform to enter the script with functions. Note - User needs to get "functions" written from ...
This article will walk you through the steps to create the quote and execute the features. Prerequisites Permission: 1) Any user with Create and/or Update permission for Quotation under the Order Management. 2) Any user with the Deal read permission. ...