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How to Videos
Unlock the full potential of our CRM with easy-to-follow, step-by-step video tutorials. Whether you’re just starting or looking to explore advanced features, these videos will guide you through every key function, helping you get more done, faster.
Generate Estimate from Sales Order
Today’s Work Status – Integrated Time Tracking
Timesheets – Workday and Break Activity Integration
Sequential Activity Scheduling
Sales Order Screen with Activities
& Purchase Orders Tabs
Redesigned Activity Type Screen
Customer & Vendor
Custom Fields Data Import
Consume Groups in Financial Records
QuickBooks Group Import Support
Results Pricing Group
Activity Type Defaults with
Completed & Priority Fields
Redesigned Line-Item Grid with
Roll-Back for Financial Modules
Real-Time QuickBooks
Integration with Webhooks
Smarter Advanced Search
with Date-Based Filters
Automatic Record-Locking
for Safer Edits
Enhanced QuickBooks with
Updated Project Financials
Navigate Through the System
How to Configure the Admin Settings
How to Reset Password
Multi-Factor Authentication Sign-In
How to Add/Edit Users
How to Sign-In as a New User