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Adding Products to a Proposal
To add products to a proposal, Go to the ‘Proposals’ tab within ‘Proposals and Projects’ on the left hand menu On this page you will be able to see all of the proposals that you have created, click into the one you want to edit/view Once you are in ...
Adding team members
Once your holidays tab is set up you can begin to add the team members. (The team members are set up within the company settings - team members.) To add members to the holiday chart: Select the department from the dropdown list Click ‘add user’ This ...
Adding a Task
After you have configured your Task Stages, you can start adding tasks. Within the CRM section, click on 'Tasks' This will open your Tasks page, to add a new task click '+Add Task' A new window will open and you can enter details about the task such ...
Adding Custom Products
Custom products are added to Specifi by you when you need a particular product that you wouldn't order from your Specifi Suppliers, for example a TV or small electrical product that you were only purchasing once. To add a custom product: Click on the ...
Adding Products within Client Mode
To access Client Mode, go to the 'Proposals and Projects' tab and click into the project you want to work on with your client Click on the Client Mode tab to open up the project/proposal in Client Mode This will open a new window, showing your ...