Bookipi CRM
Bookipi CRM
By Michelle and 1 other2 authors10 articles
- How to create a deal in Bookipi CRM
- How to delete a deal in Bookipi CRM
- How to add an additional Pipeline status in Bookipi CRM
- How to manually move Deals through the Pipeline in the web app
- How to customize the Pipeline statuses in Bookipi CRM
- How to delete a Pipeline status in Bookipi CRM
- How to send a document through Pipeline on Web App
- How to archive or unarchive a project in Bookipi CRM
- How to send an email in Bookipi CRM
- How to add a private note through the customer detail screen on the Web App