top of page
Search
![Adding SMTP Details in Email Settings - Gmail and Google Workspace](https://static.wixstatic.com/media/dcd494_c505f55a0f9b41c0822ade36dfcb8740~mv2.png/v1/fill/w_292,h_219,fp_0.50_0.50,q_95,enc_auto/dcd494_c505f55a0f9b41c0822ade36dfcb8740~mv2.webp)
2 min read
Adding SMTP Details in Email Settings - Gmail and Google Workspace
Email communication is an integral part of our digital lives, and configuring SMTP (Simple Mail Transfer Protocol) settings can be a bit...
![Create Contracts, Proposals, and Estimates](https://static.wixstatic.com/media/dcd494_bb6dff2a179646d290eb2d675d4be5d5~mv2.png/v1/fill/w_292,h_219,fp_0.50_0.50,q_95,enc_auto/dcd494_bb6dff2a179646d290eb2d675d4be5d5~mv2.webp)
3 min read
Create Contracts, Proposals, and Estimates
Things to note in advance: Contracts only to be send when the prospect or potential client is converted to "Client". New proposals for...
![Generate and Send Letters and Agreements](https://static.wixstatic.com/media/dcd494_b644337e7cdb472c8ac40113c031d4ae~mv2.png/v1/fill/w_292,h_219,fp_0.50_0.50,q_95,enc_auto/dcd494_b644337e7cdb472c8ac40113c031d4ae~mv2.webp)
1 min read
Generate and Send Letters and Agreements
Types of letter and agreement that you can generate or create: Offer letters to candidates Hiring agreement template Welcome letters...
![View and Display OrgChart (Hierarchy)](https://static.wixstatic.com/media/dcd494_041f7ddf8d024f29a2b84e2d38679103~mv2.png/v1/fill/w_292,h_219,fp_0.50_0.50,q_95,enc_auto/dcd494_041f7ddf8d024f29a2b84e2d38679103~mv2.webp)
1 min read
View and Display OrgChart (Hierarchy)
The default permission of view and display of Orgchart is only available within the Admin permission or users assigned an admin roles and...
![Manage Roles and Permissions](https://static.wixstatic.com/media/dcd494_c8cbb4d5fc5d4bc48bbc7913baf88ef7~mv2.png/v1/fill/w_292,h_219,fp_0.50_0.50,q_95,enc_auto/dcd494_c8cbb4d5fc5d4bc48bbc7913baf88ef7~mv2.webp)
3 min read
Manage Roles and Permissions
Understanding how to effectively manage roles and permissions is crucial for maintaining the security and efficiency of your platform....
![Leads (Full Guidelines)](https://static.wixstatic.com/media/dcd494_a19275c7bd814e23a04d1a0a6a0e8566~mv2.png/v1/fill/w_292,h_219,fp_0.50_0.50,q_95,enc_auto/dcd494_a19275c7bd814e23a04d1a0a6a0e8566~mv2.webp)
3 min read
Leads (Full Guidelines)
Table of Contents: Create Lead Generation Form Change the Source in Lead Form Add, edit, or Delete Products How to Add and Grant an...
![Add New User or Employee](https://static.wixstatic.com/media/dcd494_37b03f9174e34fe48944f6842d00fc8a~mv2.png/v1/fill/w_292,h_219,fp_0.50_0.50,q_95,enc_auto/dcd494_37b03f9174e34fe48944f6842d00fc8a~mv2.webp)
1 min read
Add New User or Employee
How to add a new user or employee to the system? There are 3 ways to add a new user: Option 1 - Add the new users to the systems...
Get your documentation, training, SOPs, and guidance screen recording Now
bottom of page