Project Managment & CRM

21 articles in this collection

How to create a new order and send and invoice.

Create an order and send and invoice to your customer from your project management and crm account.

Written by Kore Admin Official
5/24/2022 1:22:54 PM

How to upload a document for storage.

Upload a document to your project management and crm account

Written by Kore Admin Official
5/24/2022 1:23:45 PM

How to create a new task.

Easily create a new task for your projects in your project management and crm account.

Written by Kore Admin Official
5/24/2022 1:25:48 PM

How to add your payment details for customers.

Add your bank details so customers know where to pay you in your project management and crm account.

Written by Kore Admin Official
5/24/2022 1:26:28 PM

How to create a new product or service.

Setup your products and services and track inventory in your project management and crm account.

Written by Kore Admin Official
5/24/2022 1:27:34 PM

How to send an invoice to your customers.

Easily setup and invoice your customers from your project management and crm account.

Written by Kore Admin Official
5/24/2022 2:11:54 PM

How to add a new customer.

Easily setup and add a customer to your project management and crm app.

Written by Kore Admin Official
5/24/2022 2:21:45 PM

How to bulk import existing customers.

Easily bulk import existing customers to your project management and crm account.

Written by Kore Admin Official
5/24/2022 2:22:17 PM

How to create a customer group.

How to easily group customers in your project management and crm account.

Written by Kore Admin Official
5/24/2022 2:23:01 PM

How to record an expense or deposit transaction.

Easily add record a new expense or deposit business transaction.

Written by Kore Admin Official
5/24/2022 2:23:31 PM

How to show transfers between bank accounts in Zuitte.

Easily record bank transfers in Zuitte.

Written by Kore Admin Official
5/24/2022 2:24:02 PM

How to create a recurring invoice.

How to setup a recurring invoice in your project management and crm account.

Written by Kore Admin Official
5/24/2022 2:27:18 PM

How to create a new quote.

Create a new quote for your clients in your project management and crm account.

Written by Kore Admin Official
5/24/2022 2:28:41 PM

How to setup SMS Messaging

Easily setup and manage your sms messaging in the Zuitte Project Management and CRM app.

Written by Kore Admin Official
5/24/2022 2:34:31 PM

How to use the Zuitte Project Management & CRM Tool

Written by Kore Admin Official
5/24/2022 2:38:04 PM

How to use the Zuitte CRM Tools

Written by Kore Admin Official
5/24/2022 2:38:42 PM

How to Use the Zuitte Online Invoicing tools

Written by Kore Admin Official
5/24/2022 2:39:22 PM

How to use Zuitte’s Bookkeeping tools

Written by Kore Admin Official
5/24/2022 2:40:24 PM

How to keep your business records in Zuitte

Written by Kore Admin Official
5/24/2022 2:41:03 PM

How to Manage your business in Zuitte

Written by Kore Admin Official
5/24/2022 2:41:47 PM

How to track visitor traffic on your own website

How to track visitors on your site using Zuitte

Written by Kore Admin Official
5/24/2022 2:47:34 PM