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143 total results found

How to add or bulk upload customers?

Collection Customers

To add or bulk upload customers, make sure Customer collection is created. To add customers foll...

How can a detailed view of products & services be seen?

Collection Products

To see a detailed view of the product & service follow these steps: From left Navigation me...

How to define workflow to emulate my business process?

Configure Workflow

From the left navigation, go to Workflow under Configuration.  Click on the + icon. Enter Name...

How to create & edit a workflow?

Configure Workflow

From the left navigation, go to Workflow under Configuration.  Click on the + icon to create. ...

How to share catalogs with a customer?

Collection Catalogs

To download the catalog file in mobile device please follow these steps mentioned below: In you...

How to download a catalog file on a mobile device?

Collection Catalogs

To download the catalog file in mobile device please follow these steps mentioned below: In you...

How to remove a catalog from collection?

Collection Catalogs

To remove a catalog from the collection please follow the steps mentioned below: In the navigat...

What formats are supported for catalogs?

Collection Catalogs

Right now only "PDF" format is supported, As catalogs are read-only and most of the filed can be ...

How to add catalogs / brochures of products & services?

Collection Catalogs

To add catalogs/brochures of products & services please follow the steps mentioned below: I...

How to remove products from collection?

Collection Products

To delete a product from collection follow these steps mentioned below: From left Navigation me...

How to map customers with specific team members?

Collection Customers

To map customers with specific team members, please ensure to first upload customers to collectio...

How to export products to a file?

Collection Products

From left Navigation menu, go to products under Collection Select the product collection  Clic...

Is there a provision to allow field team enter Price of items?

Collection Products

How to map products with specific team members?

Collection Products

To map products with specific team members, please ensure to first upload products to collection....

How to create a product collection?

Collection Products

From left Navigation menu go to products under Collection Click on + icon  Enter collection na...

How to add or bulk upload products & services?

Collection Products

To add or bulk upload products, make sure product collection is created. To add products follow ...

How can a detailed view of customer be seen?

Collection Customers

From left Navigation menu go to Customers under Collection Select the customer collection Clic...

How to remove customers from collection and update Customer's information ?

Collection Customers

Customers can be removed from collection using two ways. To delete single customer details follo...

How to export a customer collection?

Collection Customers

From left Navigation menu, go to customers under Collection Select the customer collection  Cl...

How to add purchase order taking option to my workflow?

Configure Workflow

From the left navigation, go to Workflow under Configuration. Click on the workflow, to Edit. ...

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