You cannot have two invoice creation windows or two task creation windows open at the same time in the system. If you don’t see the second window, it may be minimized as a narrow bar at the bottom of the screen.
In the Company Settings window, go to the “Deals” tab and select the appropriate glossary. The statuses on the Kanban board correspond to the stages of deals. There, you can add new statuses, reorder them, or edit existing ones to align them with your company’s sales processes.
In the quote/order details, there is a tab labeled “Description and Note” (it may be hidden; in that case, expand the list of hidden tabs by clicking the three-dot button located at the end of the tab bar below the document details form).
The description is not visible on the document, but the note is visible.
First, click on “Products” and select the product to which you want to add photos. In the left panel, you’ll find the “Add photo” option below the product details. Next, create a listing for it and, in the preview, select the “Quote images” template.
Yes, we have a live chat module that helps you communicate with customers who visit your website. You can find the script to upload to your website under Company Settings -> Integrations -> Live Chat. You can also configure the chat interface there.
