CRM Creating a Customer & an Opportunity

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• CRM Tab - How to Video

  This video will show you how the CRM tab works on Specifi, including: - Setting up a customer - Adding notes - Scheduling activities - Adding tasks - Creating an opportunity - Moving an opportunity through stages

• Create a Proposal from an Opportunity

  Within the CRM tab you will see the opportunities that you have added (To learn how to add an opportunity click here.) Opportunities are added when you get a new customer lead, before you start creating proposals. However, when the lead turns into a ...

• Creating a Customer to pull through to Xero

  Within the 'Customers' tab in the CRM section, click on the blue button 'create customer' A window will open where you can enter the customer's details such as name, address and phone number Once you have added the details, click 'Create customer' ...

• How to Create an Opportunity

  To create an opportunity, first you need to set up the opportunities tab, this can be found within the CRM section in the left hand menu. Once in the opportunities tab you can create the stages that your opportunities will travel through before they ...

• How to Create a New Customer

  Within the CRM section on the left hand menu click on the ‘customers’ tab. From here you can add new customers or import them from your Xero account.  To add a new customer click the button ‘create customer’ found in the right hand corner You will ...