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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...
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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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Activities in Web3Box CRM
If you are a new user in the CRM and haven’t established a clientele just yet, a simple way to remind yourself about following up with your contacts, is to set alerts. A real quick and easy way to do...
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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 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...
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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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Web3Box CRM – Google Calendar synchronization
We just added a new feature in the CRM Calendar (SFA -> Calendar) – synchronization with Google Calendar. There are few easy steps to have this set and is supposed that you already have set a Google...
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View Invoices and Edit Payments
View Invoices View issued invoices under the Online Invoicing module. W3B lists invoices under Open Invoices, Overdue Invoices and Paid invoices (last 30 days). Online Invoicing system is included in...
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Activity versus Task
Activity versus Task We would like to explain the difference between Activity and Task within the CRM. Activity An activity is an action you do in the future, so you note it down to remember it. For...
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Project Milestones
Milestones are tools used in project management to mark specific points along a project timeline. From now on the crm projects use milestones. Group one or more tasks under a milestone by accessing the...
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W3B Project Management / Gantt Charts
Gantt charts illustrate the start and finish dates of the tasks. Gantt charts gives a summary of a project. It’s used more for the management team, it helps managers to report to superiors or to...
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W3B Reports / 1 of 3
This is the first article from a series of three. We have several reports in each of the three major sections (CRM/Sales, Project Management and Online Invoicing) and we will start with the “CRM/Sales...
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