Add or Modify Email signature
To add or modify your email signature,
1. Click the profile icon on the top-right corner and then click Personalize.
2. Add/modify your email signature in the editor.
3. Finally, click Save.
You can add a new contact from the contact list view. To access it, go to the Contacts tab. This lists all contacts across accounts within the portal. Alternatively, you can access contacts specific to an account or sub-account as described below. ...
Add new contract
To add a new contract: 1. Go to the Contracts tab and then click Add New Contract. 2. In the form that appears, fill in the necessary contract details as required. The default contract fields are as follows. Field Name Description Account Select ...
Raising Requests via email
Both registered and unregistered contacts can raise requests via email. To raise a request via email, send your request to the email address provided by the organization. If you are an unregistered contact, processing your request will be subject ...
To add sales: 1. Go to the Accounts tab and then click the desired account. 2. In the account details page, click Sales tab and then click Add Sales. 3. In the add sales form, provide the necessary sales details as required. The default sales fields ...
Add a new product
To add a new product: 1. Go to the Products tab and then click New Product. 2. In the new product form, provide the necessary product details as required. The default product fields are as follows. Field Name Description Product Type To give ...