CRM

Adding contacts to the CRM

To add a new contact to your customer database: Click the Create button in the upper left corner and select one of two options: Person or Company. Fill in the obligatory fields: First Name and Last Name for persons, Company Name for... Read More

Assigning tasks

To set a task: Click the Create button in the upper left corner and select the Task option. Enter a Title for your task. Select an appropriate task Category from the drop-down list. Enter a contact you wish to link your task with. Set a... Read More

Eliminate Duplicate Contacts

Enter your portal using your login details. Click the CRM link on the start page. The contacts list will open by default. Find the duplicate of the original contact in the list using the available filters. Click the needed contact to open it.... Read More

How to Send a Mass Email from QuikBox Office CRM

Your mailing list can contain up to 50 To create it just check the contacts you wish to send your email to in the Contacts list. Verify that all the selected contacts have the email address specified. If not, to add the address click the... Read More