With our CRM you can add new questions in a very simple way. After creating the survey on the right side you will be able to add questions. Click on the button Insert Field and a dropdown will be opened you need simply to click on the desired ...
While listing survey results click on the chart button on the right side. All results from this survey will be available to you. If survey does not have any participants the chart button wont be shown while listing the suveys.
New Contract Click on the aside menu Contracts link and on the left side there is a button New Contract. Trash Hide from customer – If this field is checked the contract won’t be shown in the customers area and customer contacts with permission for ...
Login to dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer will have in the customers portal. Ex if you turn of the support system the customer wont be able to use the support ...
To create new project go to Projects from the aside menu and click New Project on the top left button. Project Name – The name of the project – Visible to customer Select customer Billing Type – there are 3 billing types for the projects. ...