How to setup My Calendar & Holidays Video
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My Calendar & Holidays - Video
Setting up the holidays tab
To set up your Company Holidays, click on the ‘Time Management’ tab on the left hand menu Within this tab click on ‘Holidays’ If you haven’t set up this tab previously, a setup wizard will appear - click to begin In the wizard you can set your ...
My Calendar & Holidays
Company Settings - How to Video
This video will show you how to set up your Company Settings, including: - Company Details - Shipping Addresses - Team Members - Departments - Access Permissions - Refer a Friend
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