This course will give you a general overview of our CRM system. Find it in training center
Take the full CRM course
"start from the beginning"
General overview
"learn the basics"
Invoice number control
"it's important to keep control over the document number"
Payment tracking
"this will help you to define who owns your money"
Invoices added to files
"we're adding an invoice PDF file to a files repository ones it's generated"
Recurring invoices generator
"recurring option"
Auto sending invoice to clients
" you can do that directly when you're adding invoice"