CRM AI Company Settings: A Comprehensive Guide to Setting Up and Integrating Your System https://www.youtube.com/watch?v=72lt971DW0M&list=PL7iTFgKuioZ48TDPa4sDb3QukNCte1QvF&index=25 The company settings encompass basic details such as the company name, address, city, state, postal code, telephone number, and email address. Additionally, the system settings…
A Simple and Effective Tutorial on How to Use the Notification Template Tab in CRM AI https://www.youtube.com/watch?v=0IArgAREKS8&list=PL7iTFgKuioZ48TDPa4sDb3QukNCte1QvF&index=24 Today, we’re going to explore the notification template tab in CRM AI. This feature provides a comprehensive overview of various notification templates, such…
Learn How to Add and Manage Categories for Different Items in CRM AI Using the Constant Tab https://www.youtube.com/watch?v=BLP3KEgOAc8&list=PL7iTFgKuioZ48TDPa4sDb3QukNCte1QvF&index=23 Today, we’re going to delve into the constant tab in CRM AI. This feature allows users to add categories to various items…
How to Use the Report Tab in CRM AI to Generate and View Various Reports https://www.youtube.com/watch?v=GYwrqQM1ZHs&list=PL7iTFgKuioZ48TDPa4sDb3QukNCte1QvF&index=22 The report tab in CRM AI encompasses various submenus, including attendance, task, income, expenses, time log, finance, leave, estimation, invoice, and more. Starting with…
A Simple and Effective Tutorial on How to Use the Note Tab in CRM AI https://www.youtube.com/watch?v=YXMTsOouAJY&list=PL7iTFgKuioZ48TDPa4sDb3QukNCte1QvF&index=21 In CRM AI, we will now delve into the note tab and its functionality. Similar to creating a goal, you can initiate a new…
CRM AI Goal Tab: A Complete Guide to Creating and Exporting Goals for Your Business https://www.youtube.com/watch?v=3hQEbswgC04&list=PL7iTFgKuioZ48TDPa4sDb3QukNCte1QvF&index=20 In the CRM AI, we will now explore the goal tab and its functionality for creating and displaying goals on the dashboard. To create…
Learn How to Organize and Plan Events in CRM AI Using the Event Tab https://www.youtube.com/watch?v=BpzW9g1PZas&list=PL7iTFgKuioZ48TDPa4sDb3QukNCte1QvF&index=19 Today, we’re going to discuss the event tab in CRM AI. Upon clicking on the event tab, a small calendar will appear, displaying the upcoming…
How to Use the Notice Board Tab in CRM AI to Display and Create Notices https://www.youtube.com/watch?v=V3QlRCenhi0&list=PL7iTFgKuioZ48TDPa4sDb3QukNCte1QvF&index=18 Today, we will be delving into the Notice Board tab in CRM AI. This feature is designed to display notices relevant to specific departments,…
How to Create a Support Ticket in CRM AI: A Step-by-Step Guide https://www.youtube.com/watch?v=854t1iceotQ&list=PL7iTFgKuioZ48TDPa4sDb3QukNCte1QvF&index=17 Today, we’re going to delve into the support tab in CRM AI. The support tab provides an overview of the support ticket creation process. When creating a…
How to Communicate and Collaborate with Messenger https://www.youtube.com/watch?v=_CvpYQFfDts&list=PL7iTFgKuioZ48TDPa4sDb3QukNCte1QvF&index=16 Today, we’re going to explore the messenger tab in CRM AI. The messenger feature allows you to contact and communicate with your staff, colleagues within your department, or project members. It provides…
