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How to report hours to an existing task
Once projects have been created and tasks have been assigned to them, people who are working on the tasks are responsible to report the hours for their work performed. You can access all your tasks...
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Add/edit Employee in Web3Box
Employees are a vital part of any company and organization. The feature within the Web3Box CRM is not just for adding basic information about the employees, but a more complex interface with many other...
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Add comments to a task
As the work is being performed for the tasks, employees may have questions, comments regarding them. The same interface where you add your hours to a task, is where you can notify the person who...
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Web3Box CRM app available. Open iTunes and download the app.
Great news for Web3Box CRM users! the mobile app is available for download. This is a direct link to the app: https://itunes.apple.com/us/app/id1039416398 Now, we are working to add more and more...
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Employee Feed
Keeping track of employee performance has just been made easier in the CRM. We introduced a new feature, called Employee Feed. It records daily activities of any employee that logs into the CRM. All...
View ArticleLead Management
Lead Management Application The Leads module is designed to help the company maintain a constant flow of new customers. The post Lead Management appeared first on Web3Box Software.
View ArticleThe importance of Customer Relationship Management
CRM Customer Relationship Management іs оnе оf thе latest innovations іn customer service today. CRM stands fоr Customer Relationship Management аnd helps thе management аnd customer service staffs...
View ArticleWeb3Box CRM
Sales Force Automation (SFA) is the process by which modern technology is used to increase the level of knowledge that is available to management and the sales team concerning their leads,...
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Lead Funnel Management
Lead Funnel Management (LFM) helps your Sales people and your Sales managers to closely observe the sales process. When we talk about the sales process, we are talking about the flow of a Lead...
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Subscribers in Web3Box CRM
When you define a project, you are asked to choose a Project Manager. Then, when you post tasks, you are asked to assign the task to an employee. That means that you have two (2) people on your...
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Lead/Project/Opportunity Funnels and Lead/Opportunity Sources
The video below features how we graphically display the most important and sensitive information of your company using widgets right here on your dashboard. Use the Funnel Management system tool to...
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Employee File in Web3Box CRM
When we worked on our Web3Box Dashboard, the idea was to have a great overview of the company as a whole, that’s why we created the widgets. Everything is in one place, organized by importance, by You....
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Add/edit Employee in Web3Box
Employees are a vital part of any company and organization. The feature within the Web3Box CRM is not just for adding basic information about the employees, but a more complex interface with many other...
View ArticleClik here to view.
How to resize Widgets in CRM Dashboard
Ever since we have added the Widgets to our CRM dashboard, we have been trying to improve them even more. We have come up with a resizing feature, where you can simply change the size of any given...
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How to report hours to an existing task
Once projects have been created and tasks have been assigned to them, people who are working on the tasks are responsible to report the hours for their work performed. You can access all your tasks...
View ArticleClik here to view.
Add comments to a task
As the work is being performed for the tasks, employees may have questions, comments regarding them. The same interface where you add your hours to a task, is where you can notify the person who...
View ArticleClik here to view.
Web3Box CRM app available. Open iTunes and download the app.
Great news for Web3Box CRM users! the mobile app is available for download. This is a direct link to the app: https://itunes.apple.com/us/app/id1039416398 Now, we are working to add more and more...
View ArticleClik here to view.
Employee Feed
Keeping track of employee performance has just been made easier in the CRM. We introduced a new feature, called Employee Feed. It records daily activities of any employee that logs into the CRM. All...
View ArticleClik here to view.
Customize widgets by User
Customizing widgets is now made available for any user that logs into the CRM. Customizing the widgets means: resizing and setting the order for them on the dashboard. Before, managers or...
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Apply and modify Activity Sets
An activity set is a template for a group of activities that can be applied to a Lead, Customer, or Opportunity. Now this setup for the template all depends on Your company, Your standards, meaning the...
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