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2.2: Create Button
Let's break down the magic behind the "Create" button on BIMeta, just click on the button: Create Button Guide: Create the Album: Click here to craft a personalized photo album! Gather your favorite moments, add captions, and share your visual ...
Create proposal
Create a proposal From the main menu navigate to Sales->Proposals and on the top left side click the Create Proposal button You can create a proposal to lead or to a customer. Choose Related to Lead or Customer. Choose which lead/customer is related. ...
Create Estimate
To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate Client – Before selecting a client you must have added clients Customers->New Customer. When ...
Create Invoice
To create new invoice go to Sales -> Invoices and click on the button Create new invoice Select Customer, when selecting a Client the customer information's will be fetched directly from the customer’s profile. Another option is that you can click on ...
2.2.5: Create Company
Launching your company on BIMeta, Fantastic! Here's a simple guide for the "Create Company" tab: 1. Click "Create Company": Find the "Create Company" tab and give it a click. Time to showcase your company's awesomeness! 2. New Page Opens: · A new ...