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Admin Portal
Admin Portal
These articles and tutorials are for our second-generation CRM.
I
By Rafael and 1 other
2 authors
27 articles
Email
Email Templates
Adding images to emails
Integrations
Email Integration
SMTP settings for Microsoft accounts (Microsoft Connector)
Retainer Agreements
Creating Retainer/Letter Templates
Retainer Schedule and Sending
Workflows
Creating and Assigning Workflows
Settings
Configure your Calendar
Personal Branding
Creating & Assigning a Document Checklist
Calendar
Sharing your Calendar
Booking an Appointment
Case Management
Create a New Personal Case Record
Create a New Corporate Case Record
How to convert a Prospect to a Client
E-Sign Via CRM
Add Forms to a Case Record & Send the Autofill Request
Add Another Case to an Existing Client
Adding Family Members to a Case
Billing
Manual Payments & Receipts
Creating an Invoice
Questionnaires
Editing an Existing Questionnaire
Creating a Questionnaire
Invite the Client to Complete a Questionnaire
Tasks
Managing and Automating Tasks
User Management
User Roles and Permissions
Add Team Members