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Branch Settings
How to Add/Edit Branch Settings Branch Module From any Module Click on "Administration" (located on the left-hand side of the screen) Click on "Branches" (located on the left-hand side of the screen) To add a new Branch, click on "New" (located on ...
Lead Sources
How to Customize Lead Sources Lead Sources From any module Click on "Administration" (located on the left-hand side of the screen) Click on "Lead Sources" (located towards the bottom of the page) To remove an entire category - Click on "Actions" then ...
Job Types
How to Customize Job Types Job Types From any module Click on "Administration" (located on the left-hand side of the screen) Click on "Job Types" (located towards the bottom of the page) To remove an entire category - Click on "Actions" then click on ...
Brands & Discounts
How to Add/Edit Brands & Discounts Brands & Discounts From any Module Click on "Administration" (located on the left-hand side of the screen) Click on Brands and Discounts (located towards the bottom of the page) To Add Brands to your Global Product ...
Share Budget for Live Tracking
How to Share Budget for Live Tracking Budget Module Open the Budget module that you would like to share Click here for information on "How to Open an Existing Budget" Click on "Share for Live Tracking" (located along the top of the screen) Review ...