Front Office

front office operations (new users, sales, crm, bookings)

Users' Agenda
You can use this window to easily check staff availability. It is possible to see the agenda of a group of users and therefore filter by team or by us...
Tue, 26 Apr, 2016 at 4:58 PM
User Profile - CRM Smart
From the user's profile, by clicking on the button  it is possible to add notes or Crm tasks and browse the task history by date of creation or schedul...
Wed, 27 Apr, 2016 at 4:48 PM
Manual Setting of Card Models
In order to manually associate a card model to a user's profile you will have to open the user's profile, click on Info - Cards - Add ...
Fri, 22 Apr, 2016 at 6:53 PM