We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. You can include the proposal link inside the email template and let your cus...

If you don’t want to grant a staff member the VIEW permission to see all customers, you can instead assign them admin access for specific customer(s). Go to the customer profile from the admin area and click on the ...

New Contact To create new customer contact, open the customer profile in the admin area that you want to create the contact the...

Follow the steps if you want to send set password link to your contact. 1. When creating new contact When you are adding new contact only check the field Sent SET password link and not fill the password field....

General Customer Report Customer report can be generated from the Reports...

With Perfex CRM you have option to set customer reminder. This option allows you to never forget anything about your customers. Setting customer reminder is very easy navigate to the customer profile from admin area and click on the reminde...

Go to the customer profile and click on the tab you want to export data eq. invoices Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file. ...

You can view all customer data like invoices,contracts,tickets,notes, by clicking on the customer edit button and on the right site you can view all customer activity to your company, also there is an option ...

You can enable/disable customers registration from Setup -> Settings -> Customers-> Allow clients to register. Your custo...

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...