Showing search results for contract

  • SMS Alerts

    03-07-2023 8:26 PM
    To configure SMS navigate to Setup->Settings->SMS and chose the SMS gateway you want to activate, fill the config credentials and make sure that you actually activated this provider. The S...
  • Customer Overview

    28-06-2023 5:16 AM
    You can view all customer data like invoices, contracts, tickets, and notes, by clicking on the customer edit button, and on the right side you can view all customer activity to your company, also there is an option Login as a...
  • New Customer Contact

    28-06-2023 5:21 AM
    Click Customers in Menu tab and select Contracts. To create new contact click on the New Contact button....
  • Goals Tracking

    28-06-2023 5:27 AM
    Goals Tracking is a feature in Pixie CRM to track goals. Available goals tracking: Achieve Total Income (Income will be calculated in your base currency (not converted) Convert X Leads Increase Customer Number...
  • Goals Tracking

    28-06-2023 6:00 AM
    Goals Tracking is a feature in Pixie CRM to track goals. Available goals tracking: Achieve Total Income (Income will be calculated in your base currency (not converted) Convert X Leads Increase Customer Number...
  • New Contract

    28-06-2023 5:32 AM
    Click on the aside menu Contracts link and on the left side there is a button New Contract. Set contracts subject but have in mind that subject is only vissible to client.File upload is optional.If you upload file also this fil...
  • Renewing Contract

    28-06-2023 5:33 AM
    You can renew contact by clicking on edit contract and on the right upper side click Contract Renewal History and click Renew Contract....
  • Set how many days before contract expiry to get notification. The notification is only visible to staff members that have permissions Manage Contracts or is Admin.Notifications wont be shown on client...
  • Purchase Mapping

    29-06-2023 7:37 AM
    In Pixie CRM for Accountants, the purchasing mapping setup refers to the configuration and integration of the CRM system with the purchasing or procurement processes within an organization. It involves establishing a structured framework that allo...
  • Expenses and Suppliers reports in Pixie CRM (Customer Relationship Management) for accounting and bookkeeping provide functionalities and insights related to tracking and managing expenses and suppliers within the CRM system. These reports assist...