Convert Interested Service to Application

With the Interested Service feature enhancement, you can uplift your work efficiency. This enhancement makes your work a lot easier by allowing you to directly convert an interested service chosen by your client into the application without needing to re-enter the application details again.

To directly convert Interested Service to Application

Step 1 - Go to contact's Interested Service tab.



Step 2 - Click on the interested service's action button to view actions.



Step 3 - Select create application option.



Step 4 - You will be now redirected to the client's application tab.



Product Fees and Sales Forecast in Application

The product fee and Sales forecast data are automatically inherited from the product fee and made visible in the client’s application details page. This will make handling the client’s application more powerful as you can view all required data in one place and take necessary actions quickly.

To edit Product fee follow the given steps.

Step 1 - Go to the client's application detail page.


Step 2 - Click on the edit button on the Product fee section.


Step 3 - Make necessary changes.


Step 4 - Update the changes.



To edit Sales Forecast

Step 1 - Go to the client's application detail page.



Step 2 - Click on the edit button on the Sales Forecast section.



Step 3 - Make necessary changes.



Step 4 - Save the changes.



Image signature for company email

You can now add an image signature for company email too. To do so, follow the given steps.

Step 1- Go to Email settings.



Step 2 - Select the company tab.


Step 3 - Click on the Add button to add a new email setting.


Or, Click on the action button and select the edit option.


Step 4 - On the email signature section, click on the image icon.


Step 5 - Select the image and click open.


Step 6 - You can resize the image according to your requirement.



Step 7 - Click Save.

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