In this article, we will cover some country-specific available configurations in Pixie AI-Based CRM, feel free to apply them in your Pixie AI-Based CRM installation if they fit your needs. Date Format and Time Format...

To create new web to lead form, from the main admin menu navigate to Setup->Leads->Web To Lead...

Custom fields is feature in our CRM which allows you to add field based on your needs. With this ability Pixie can fit easily for your company requirements.Follow the steps to add new custom field. Go to ...

Navigate to leads view from the main menu on the left side and click on the button new lead. You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open o...

You will always need a way to know from where you got the lead. Go to Setup -> Leads -> Sources and add new source depending on your needs. To setup default lead...

You can easily customize leads statuses. To add new lead status you will have to go to Setup -> Leads -> Statuses and click New Lead Status. To setup default lead status navigate to...

There is 2 options listing leads kan ban and table. The kan ban options is simple, you can drag and drop leads in a specific status only with one click. To adjust the limit of the kan ban leads per status you can go to...

Open a lead and simply select the staff member you want to assign the lead. After submitting the staff member will receive notification that you have assigned this lead. Everyone can manage leads. But only administrators can...

To view your leads report navigate to menu item Reports from the aside menu and click Leads. You can view the following reports: Weekl...

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...

You can read more about this feature on the following knowledge base article: Leads email integration is powerful Pixie CRM feature who allow you to integrate leads from your email address. You can set up email forwarder...

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...

We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. You can include the proposal link inside the email template and let your cus...

Create all questions, fill the email template and description save the data and navigate to the bottom area where Send Survey column is located. Select the desired mail lists and click send....

Sales and Customers reports in Pixie CRM (Customer Relationship Management) for accountants are specific reports and functionalities within the CRM system that provide insights and analysis related to sales activities and customer interactions. Th...

Pixie cloud invoicing and billing software offers several benefits to businesses of all sizes. These software solutions are hosted on the cloud, allowing users to access their invoicing and billing processes from anywhere with an internet connecti...

The basic core features of a Customer Relationship Management (Pixie CRM) system typically include: Contact Management: Pixie CRM systems allow businesses to store and manage customer contact information in a centralized database....

A client portal in a Pixie Customer Relationship Management (CRM) system offers several benefits to businesses. It is a secure online platform that allows businesses to provide their clients with self-service access to relevant information, tools,...