Zev Bit Software Help Center

CRM

How to use CRM module in the software

By ZevBit1 author15 articles

CRM Quick Start

CRM Overview (What It Does)

CRM Setup Checklist (Do This First)

CRM Dashboard

CRM Dashboard Explained (Charts + Actions)

Creating Clients & Scheduling Meetings

Create a New Client (Lead) in Under a Minute

Scheduling a Meeting (Site Visit, Call, Design Meeting)

Meeting Categories (Task Types) and Email Automation

Repeating Meetings (Daily, Weekly, Custom)

Custom Fields (Capture the Info You Need Upfront)

Managing Your Lead List

Default Lead List View (Columns Explained)

Pipeline View (Move Leads Through Stages)

Custom Lists (Saved Tabs for Fast Follow-Up)

Client Information Page (Managing the Project)

Client Information Page Overview (Edit, Status, Projects)

Change Lead Status (So the Pipeline Stays Accurate)

Add a New Project for an Existing Client

Project Tabs Explained (Estimate, Schedule, Files, Invoicing, Expenses, Job Costing)