How Does CRM for Business works? Give yourself an head start by reviewing CRM for Business app working. Team Members hAdding & Managing Team Members hAdmin Users hUpdate Profile hUpdate Notification Settings hUpdate Password hChange Theme hUser Roles Clients hClients Overview hCreate, Edit & Delete Client Accounts hClient Management hCustom Fields hClient Settings n Projects hProjects Overview hCreate Projects hProject Management hViews (List, Card) hProject Cover Images hCustom Fields hProject Settings Tasks hMilestones hTasks hTime Tracking hCustom Fields hMilestone Settings hTask Settings Leads hLeads Overview hCustom Fields hLeads Settings hLead Web Forms Estimates hEstimates Overview hCreating Estimates hEditing Estimates hChange/Reset Estimate Numbers hEstimate Statuses hCurrency Settings hEstimate Settings Invoices hInvoices Overview hCreating Invoices hEditing Invoices hRecurring Invoices hInvoice Products hAdditional Information On Invoices & Estimates hChange/Reset Invoice Numbers hInvoice Statuses hCurrency Settings hInvoice Settings hCSS Styling PDF Invoices Expenses hExpenses Overview hCurrency Settings hExpense Settings Subscriptions hSubscription Plans Accepting Payments hAccepting Payment Overview hStripe Payment Gateway hPaypal Payment Gateway hSubscription Settings Email hEmail Settings hEmail Templates hSMTP Email - SendGrid Tickets & Knowledge Base hTicket System Overview hKnowledge Base Overview hKnowledge Base Settings Settings hMain Settings hCompany Settings hTheme Customization hCategory Settings hTag Settings hTax Settings
