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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 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 ...
Adding Products to a Proposal
Adding a New Room in Client Mode
When in Client Mode, to add a new room to a floor: Go to the correct floor where you want to add a room to - you can change floor by clicking the 'Change Floor' icon on the top right This will then open a menu along the bottom showing all of the ...
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 ...