1. Dash view The following widgets are available from this place: to do, scheduled meetings, my meetings, submissions my notes,…
1. Draft of the revenue You can save the revenue as a draft. To do this, choose the option called…
Configuring a template You can configure a template by going to: configuration/preferences/clauses Step 2. 1. List of templates From the…
Clauses in the modules 1. Adding a clause In the details of Contact/Candidate go to Clauses and select New clause.…
1. List of products In this part, you can define your standard products or services which you usually sell or…
1. Adding a product Adding a new item to the list is done by using the button called New product/service.…
1. Creating an offer You can add a new offer by clicking the New offer button. The form consists of…
1. Content of the offer This part of the form contains the following information: product/service name - you can select…