HOJA360 –Tutorial

HOJA360 –Tutorial

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s,
 

Sub Pipelines

Usually , there's 4 main pipelines preferred to be in your CRM (inquiries , lead , opportunities which is  “type :product” , “order: type win “ )

How To Create Pipelines

The first thing you should do to build your CRM for your business is to create  pipelines 

How To Build Email Templates

How To Build Proposal Templates

This video shows how to build proposals in your CRM 

- don't forget to use the codes which helps you to add the main things in you proposal template

How To Create Departments

 

The second thing we need in our CRM after building our pipelines is to create the departments ...follow the steps shown in the video to know how to do that .

How To Add a New Job And A Customer

Full details on your platform for all your customers

 

This video shows you that you can see all the details about your customers and what you can send him and tasks have been made .

How To Edit Jobs Form

 

Some businesses required different models to keep track of its operation 

How to export excel sheets to the system

Payment Terms

How To Add (API) Key Mailchimp

Lorem Ipsum is simply dummy

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.