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We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown.
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If you dont want to give permission VIEW for staff member to be able to see all customers you can assign staff member as admin to specific customer/s.
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New Contact
To create new customer conta...
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Follow the steps if you want to send set password link to your contact.
1. When creat...
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General Customer Report
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With 2Desk CRM you have option to set customer reminder. This option allows you to never forget anything about your customers.
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You can view all customer data like invoices,contracts,tickets,notes, by clicking on the customer edit button and on the right site you can view all customer ...
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Login to dashboard click customers and on the left side there is a button New Customer.
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