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CRM
Leads
Customer
Sales
Expenses
Projects
Tasks
Support Tickets
Contracts
Knowledge Base
Surveys
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Leads
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Customer
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Sales
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Expenses
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Projects
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Tasks
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Support Tickets
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Contracts
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Knowledge Base
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Surveys
Replace:
and More
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Sending proposal to customer or lead
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New Customer Contact
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New Customer
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Customer admins
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Customers Registration
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Reports
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Exporting Customers Invoices/Estimates/Payment to ZIP
and More
Replace:
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Import Leads From WordPress Contact Form
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Setup Web to Lead Form
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Leads email integration
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Sending proposal to customer or lead
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Convert Lead to Customer
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Create New Lead
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Lead Sources
and More
Replace:
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Invoices Proposals
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Subscriptions Currencies
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Convert Lead to Customer
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Payment Modes
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Sending proposal to customer or lead
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Estimates
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General/Setup
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Subscriptions
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Recurring Invoice
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Add Items/Products
and More
Replace:
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Record Expense
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Expense Reports
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Creating Recurring Expense
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Billable Expense
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Converting Billable Expense to Invoice
and More
Replace:
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Add New Project Status
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Timesheets
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New Project
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Invoicing Project
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Disallow project members to see all project tasks
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Pin Projects
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Finance Overview
and More
Replace:
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Add New Task Status
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Recurring Tasks
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New Customer
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Disallow project members to see all project tasks
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Create New Task
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Task Timesheets
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Bill Tasks
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Linking task to features
and More
Replace:
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Email Piping / Auto Importing Tickets
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Setup Ticket Form
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Subscriptions
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Departments
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Convert Lead to Customer
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Ticket Services
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Ticket Email Templates
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Auto Close Tickets
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Allowed file extension
and More
Replace:
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Contracts Templates
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New Contract
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Contract Expiry Notification
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Renewing Contract
and More
Replace:
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Disabling Knowledge Base
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New Knowledge Base Article
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New Knowledge Base Group
and More
Replace:
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Creating mail lists
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Sending surveys
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New Survey Questions
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Including mail list custom fields
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Viewing survey results
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New Survey
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Sending survey to mail lists