Go to profitadvisor.ai
1. Introduction
2. Access CRM Section
First, you'll click CRM.
3. Open Clients List
Click Clients.
4. Open Client Details
Click this icon next to the client's name, this will open up the client's profile.
5. Access Client Dialer
On the right side, you're going to look for products and then you're going to click the gear icon next to it.
6. Use Client Dialer Features
This will bring you to the invoices. To see each individual invoice, you're going to click the eyeball next to the invoice you want to view.
7. Return To Invoice Preview
Once you're in that invoice, you can click the back button to get back to the previous screen and exit.
If you have any more questions or concerns always reach out to us at the help desk!