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...

Create new currency To add new currency go to Setup -> Finance -> Currencies...

Create new tax Pixie CRM gives you the ability to add unlimited tax rates on your invoices/estimates/proposals etc.....

To set up email templates navigate to Setup -> Email templates and change the content according to your needs.You can set up a general email signature...

Create proposal On the top left side click Create Proposal You can create proposal to lead or to customer. Choose Related to Lead or Customer....

To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown...

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...

You can send expiration reminders to the lead/customer that this proposal is assigned, email will be sent to the proposal email added while you created/edited the proposal....

To add new currency go to Setup -> Finance -> Currencies and click New Currency. If this is your base...

1- You need to log in to your CRM admin panel. 2- Search for the client through the top search bar, you can search for the client through email or name or even company name, (you want to send a proposal). 3- Proposal ---> create p...