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How to Invite Team Members
Click on the ‘Company Settings’ tab in the left hand menu, this can be found within ‘Settings’ Your company settings page will appear, click on the ‘Team Members’ tab along the top. This will show the people who are in your company, if you have ...
How to Add Different Team Positions
At the bottom of the ‘Team Members’ page within ‘Company Settings’, you will find a heading ‘Team positions’ Here you can add a new position and set the default hourly rate charged and cost You can also edit an existing team position, changing 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 ...
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 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 ...