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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 ...
Company Settings
How to Edit Company Settings Administration Module/Company Settings From any Module Click on "Administration" (located on the left-hand side of the screen) Click on "Edit" next to the section that needs to be edited Make the necessary changes Click ...
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 ...
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 ...
Add Job Sections to an Existing Budget
How to Add Job Sections to an Existing Budget Budget Module Open the Contact (or customer) Open the Opportunity Open the Budget Click on "Edit" (located to the right of Job Sections) Click on "Add" Enter in the new Job Section Name Using the ...