Knowledge Base

Table of contents

  1. How do I send a proposal with a viewable link for customers?
  2. How do I create a new customer contact in our CRM system?
  3. How do I create a new customer in the CRM system dashboard?
  4. How to restrict a staff member’s access to view all customers in the Saptivo CRM system?
  5. How can you register a customer in our CRM system?
  6. How can I generate a general customer report in the Saptivo CRM system? 
  7. How can you export data from a customer’s profile in our CRM system?
Invoice

Table of contents

  1. How to link an estimate to a project in the Saptivo CRM system?
  2. How to send an estimate to an email in the CRM system?
  3. How to convert an estimate to an invoice in the Saptivo CRM system? 
  4. How to create a new estimate in our CRM system?
  5. How to convert a proposal to an invoice in the CRM system?
  6. How do you export customer invoices, estimates, and payments to a ZIP file in CRM?

Table of contents

  1. How to create a proposal template in the Saptivo CRM system?
  2. How to set up and manage proposal expiration reminders?
  3. How do you send a proposal to a customer or lead?
  4. How do you convert a proposal to an invoice or estimate in our CRM system?
  5. How do you convert a proposal to an invoice or estimate in our CRM system?