Proposals Overview
When can you use Proposals? A proposal is sent by the Agency to a Lead indicating the products or services that are to be sold and on what terms and conditions. You can use it for making any document that needs to sign. Agencies use it for sharing information about your company, your team, portfolios,…
Plan and manage your Sales activities
1) How to create a new activity? It is very easy to create an activity in popCRM and help you understand your schedule for the day, week, and month and plan your next activities accordingly. Go to the Calendar menu from the sidebar. Click on Add new activity. This will open a modal window where…
How to create a Proposal from a PDF file?
1) How to upload the PDF file of a Proposal? Go to the Proposals option from the sidebar. Click on the dropdown option beside + New Proposal and click on Upload Proposal. This will open up the modal window where you can enter the Proposal name, the receiver of the Proposal, and drag and drop…
Sync your Google or Outlook Calendar
1) How to sync your Calendar? Once you have connected your Google or Outlook account in popCRM, go to the Calendar option from the sidebar. This will open up a modal window showing all the Calendars available in your connected account. Choose the calendar from the dropdown option which you want to connect with popCRM….
Schedule Proposals
1. How to schedule a Proposal? Once the Proposal is created and ready to be sent, click on Send. This will open up the email template. Click on the dropdown option beside Send and Click on Schedule. Choose the date and the time when you want to send the Proposal. Click on Set schedule. It’ll…
How to use Digital Signature in Proposal?
What are Digital Signatures and in which documents you can use them? A digital signature is a technique used to validate the authenticity of the digital document. It provides the assurances of evidence of origin, identity, and status of an electronic document, transaction, or message and can acknowledge informed consent by the signer. You can…
How can I get a shareable link for the proposal?
Where can you use the shareable links? Shareable links of the Proposals can be used to share the proposal link to the customer in private chats, SMS,etc. How to get the shareable links for the Proposal? From the sidebar, click on proposals to go to the listing. Select the proposal from the proposal table list…
How to get started with popCRM?
To be able to smoothly use the popCRM, you need to do a one-time setup of your workspace e.g. your Company, Branding plus, etc. Here is the guide to set up your workspace: Add your Workspace Logo from the My Profile option in Settings. Enter your Company name and Company Address. It will be reflected…
How to convert Proposal to Invoice in a single click?
Save your time by converting your Proposal to Invoice with a single click. To convert Proposal to Invoice, please follow the below steps: Go to the Proposals listing page from the sidebar. Find the Proposal you wish to convert into the invoice. Click on the three ellipses icon on the right side. Click on…
How can I import leads from CSV?
How to Import Leads? You can bring Leads in bulk in popCRM. You can export the data from other tools in CSV format and then can import that in popCRM easily. Things to ensure before you begin import: If you have fields in your CSV file which doesn’t exist in popCRM then first you need…