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Leads Module
A lead funnel is a process where a potential customer becomes aware of your products and services, shows interest, and hopefully moves through the funnel as a paying customer. The Sandbox funnel provides a visual representation of your leads allowing ...
Leads Overview
Please click the link below to go through an overview of the Leads screen and it's functionality. https://app.arcade.software/share/vEdJDYouiY8LHrOjpKwx
Fiscal Periods
The fiscal period is set up during tenant implementation. To create additional fiscal periods, go to Settings > Fiscal Periods and click + Create YYYY for next fiscal period. To view current periods, click on the triangle next to the year to view the ...
Settings and Permissions
At least one user in your organization will have access to the Settings and Permissions App. This user will be able to add new users, grant permissions, and update system lists in your environment. User Administration Under Security, you will be able ...
Syncing A/R to ToolBx
How to Sync Customer A/R from the Settings App Click on Data from the left menu Click on Customers from the top menu Search or filter the grid to select customers to sync, then click Send Selected Customers (Maximum 50) The Customer Data Sync Window ...