How do I send a proposal with a viewable link for customers?

Assuming you have already created the proposal, click on the mail icon on the right. A popup with the preview email template will appear.

Include the proposal link in the email template, allowing your customer to view it without logging in. This feature is beneficial for leads as well.

Once the proposal is sent, the lead/customer can take actions such as accepting, declining, or adding comments. Both the proposal creator and the assigned sales agent will receive notifications in the CRM and via email when a customer comments or accepts/declines the proposal.

How do I send a proposal with a viewable link for customers?

Assuming you have already created the proposal, click on the mail icon on the right. A popup with the preview email template will appear.

Include the proposal link in the email template, allowing your customer to view it without logging in. This feature is beneficial for leads as well.

Once the proposal is sent, the lead/customer can take actions such as accepting, declining, or adding comments. Both the proposal creator and the assigned sales agent will receive notifications in the CRM and via email when a customer comments or accepts/declines the proposal.

How do I send a proposal with a viewable link for customers?

Assuming you have already created the proposal, click on the mail icon on the right. A popup with the preview email template will appear.

Include the proposal link in the email template, allowing your customer to view it without logging in. This feature is beneficial for leads as well.

Once the proposal is sent, the lead/customer can take actions such as accepting, declining, or adding comments. Both the proposal creator and the assigned sales agent will receive notifications in the CRM and via email when a customer comments or accepts/declines the proposal.

How to restrict a staff member’s access to view all customers in the Saptivo CRM system?

If you don’t want to grant VIEW permissions for a staff member to see all customers, you can assign that staff member as an admin to a specific customer/s.

Navigate to the customer profile in the admin area and click on the ‘Customer Admins’ tab. Please proofread for accuracy.

Click on the ‘Assign Admin’ button and select the member/s you want to designate as admins for this specific customer.

Save the changes. The member/s you assigned will now have access to this customer, including the ‘Customer’ menu item, without requiring VIEW permissions for customers. Please proofread for accuracy.

How can you register a customer in our CRM system?

You can enable/disable customer registration in Saptivo by going to Setup -> Settings -> Customers -> Allow clients to register.

Customers can register at your base URL where Saptivo CRM is installed, e.g., yourdomain.com/crm/.

If customer registration is disabled, you will only be able to add customers from the admin area

The language dropdown indicates the language the contact will use while navigating the customers’ area.

It’s important to note that the selected language for the contact applies exclusively to the customers’ area. Consequently, any emails or PDF documents will continue to be sent in the default language chosen in the customer/company profile.

How can you register a customer in our CRM system?

You can enable/disable customer registration in Saptivo by going to Setup -> Settings -> Customers -> Allow clients to register.

Customers can register at your base URL where Saptivo CRM is installed, e.g., yourdomain.com/crm/.

If customer registration is disabled, you will only be able to add customers from the admin area

The language dropdown indicates the language the contact will use while navigating the customers’ area.

It’s important to note that the selected language for the contact applies exclusively to the customers’ area. Consequently, any emails or PDF documents will continue to be sent in the default language chosen in the customer/company profile.

How can you register a customer in our CRM system?

You can enable/disable customer registration in Saptivo by going to Setup -> Settings -> Customers -> Allow clients to register.

Customers can register at your base URL where Saptivo CRM is installed, e.g., yourdomain.com/crm/.

If customer registration is disabled, you will only be able to add customers from the admin area

The language dropdown indicates the language the contact will use while navigating the customers’ area.

It’s important to note that the selected language for the contact applies exclusively to the customers’ area. Consequently, any emails or PDF documents will continue to be sent in the default language chosen in the customer/company profile.

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