How to Let Your Customers Attach Project Pictures
In order to allow your customers to attach project pictures, you first have to enable sending promotions and make sure that your promotional email template
In order to allow your customers to attach project pictures, you first have to enable sending promotions and make sure that your promotional email template
Before sending the contract, you first have to create a contract under the Settings > Contracts. Create a Contract Give it a name, default email
Right below the proposal details in the fourth step of creating a proposal, you will see a section “Contact info”. To add a new contact,
If you want to chat or need feedback from your selected cabinet vendor, go to the Feedback page. Pick a manufacturer, and on the right,
When managing taxes, go Under Settings > Taxes. Here you can add key-value pairs for managing taxes. For example, you can add ‘New York —
When you need to create new users or edit existing users, go to Users under Settings. Define a role (Sales or Admin) for each user,
If you need to add new or edit existing customers, go to the Customers page.If you have already added some customers, you will see a
To manage showroom locations, go to Settings > Locations. This is the place where you come when you need to add more locations. Locations are
You can find these features in Settings > General. We introduced them to support the specific needs of multi-location cabinet retailers. Some of you may
For a global view of all proposals and orders you created, go to the History and Catch Up tabs on the dashboard. The History tab