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Payment Dashboard

In this article, you will learn: Payment Overview Data – Clickable Add Notes and Files Pending Payment Automation The payment dashboard can be viewed by

Action icon – add task

How does add task action work inside a deal card? You can add tasks to all of your deals to help keep you on track. 

Single Contact Drip – triggers

In this article, you will learn: Add drip campaign in expanded deal card Category & Labels Trigger Do you want to automatically send emails to

Service Board

In this article, you will learn: Forwarding email for each pipeline The service board helps you to address client issues effectively. You can manage the

Save and Print timeline

You can print your timeline and save it as PDF. Viewing, saving, sharing and printing of timeline helps you to maintain a track record of

Paste screenshot directly to files

You can take a snapshot and upload the selected image without saving it as a file and then uploading it. Instantly capture important charts, image,

Reset Password

Forgot your password? Not to worry, we got you! Let’s get you a new password. Follow the steps below to create Click on the Forgot Password option

Service Level Agreement

In this article, you will learn: 1. General Standards 2. Standards, performance, technical support, and error correction The Services shall be available 99.9%, measured monthly,