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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. ...
22: Plus, Button
Enhance collaboration with the "Plus Button" on BIMeta to create a "Company Chat" using this simple guide: 1. Locate 'Plus Button': On the left side of the site, find and click on the 'Plus Button'. 2. Access 'Create Company Chat': In the popup that ...
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 ...
2.2.6: Create Projects
Ready to showcase your projects on BIMeta, here's a simple guide for the "Create Project" tab: 1. Click "Create Project": Find the "Create Project" tab and give it a click. Get ready to dive into the world of projects! 2. New Page Opens: · A new page ...
Create New Task
In order to create a new task, from the main menu navigate to Tasks and click on the New Task button. Subject – Enter the subject for the task in order to easily identify it. Hourly Rate – Set task hourly rate Start Date – Set the date when the task ...