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