Recording Payments in an Invoice
1) In how many ways I can record payments for an Invoice? There are two different ways of recording payments in an invoice. Manually recording a payment when payment was made through offline channels like a direct bank transfer. Automatically when customers make a direct payment using the Payment Gateway (Stripe, PayPal, etc.) linked to…
How can I import Customers from CSV?
Things to remember before you import your data : If you have additional Customer information then first add Custom fields and then begin the import. You’ll be asked to map the custom fields with your column headers. When you are using Dropdown (select) custom fields in popCRM make sure that all values that are used…
Calendar & Activities Overview
Stay organized by maintaining all your activities in a calendar which will help you to manage your business activities effectively. Organized tasks help you to track your activities and save a lot of time. Following are the things you will be able to manage in your Calendar in popCRM: 1) View all your…
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…