How can I get a shareable link for the proposal?
Where can you use the shareable links? Shareable links of the Proposals can be used to share the proposal link to the customer in private chats, SMS,etc. How to get the shareable links for the Proposal? From the sidebar, click on proposals to go to the listing. Select the proposal from the proposal table list…
How to get started with popCRM?
To be able to smoothly use the popCRM, you need to do a one-time setup of your workspace e.g. your Company, Branding plus, etc. Here is the guide to set up your workspace: Add your Workspace Logo from the My Profile option in Settings. Enter your Company name and Company Address. It will be reflected…
How to convert Proposal to Invoice in a single click?
Save your time by converting your Proposal to Invoice with a single click. To convert Proposal to Invoice, please follow the below steps: Go to the Proposals listing page from the sidebar. Find the Proposal you wish to convert into the invoice. Click on the three ellipses icon on the right side. Click on…
How can I import leads from CSV?
How to Import Leads? You can bring Leads in bulk in popCRM. You can export the data from other tools in CSV format and then can import that in popCRM easily. Things to ensure before you begin import: If you have fields in your CSV file which doesn’t exist in popCRM then first you need…
How to create a reusable Custom template for Proposals?
1) What is a Custom template? It is a document designed for your business that can be reused repeatedly for your processes. 2) Why you should use Custom templates in Proposals? Creating a Custom template can save a lot of your time. You can use the saved template to create a new proposal. Capabilities…
How do I assign activities to my colleagues?
Assign tasks and activities to your team members You can create and assign an activity or a reminder call for a Lead/Customer and assign it to your team members. This works same as you create a reminder or a call for yourself, check out this article for more details. 1. How to create and assign…
How can I duplicate a proposal?
Use Case: Suppose say if you want to share the same proposal to different clients without creating the entire proposal from start but just changing the contact details so you can accomplish the same by this feature. In order to duplicate the proposal you need to follow the following steps: Navigate to the Proposal…
Leads Overview | Everything you need to know
Updating Leads Overview | Everything you need to know How can you use Leads in popCRM? Managing sales pipeline in stages: You can add your leads and assign them to different stages as per the interaction you had with the leads. In this way, you can manage them better. Tracking the Source of Leads You…
Invoice overview
1. Create an Invoice Navigate to Dashboard. Click on the Invoice module. Click on the + New invoice button. This will take you to New invoice snippet. Type the receiver name and click on Create to create an invoice To know more please refer to How can I create an invoice? Adding Items on items…
How to set up reminders, tasks, or follow-ups for yourself?
How to create a reminder call, and meeting for the Lead/Customer on popCRM? Now you can create and assign the reminder call or follow-up with your Lead, directly from your popCRM portal, and it will be also created as the event in your calendar. Here’s how you can do that: STEPS: Lead> Activity>…