• Introduction - Promo X CRM
  • Walkthrough PromoXcrm.ai

  • Client Testimonial

  • How to integrate Quickbooks
  • How to Intregate Sage In Promoxcrm

  • How to create and send client invoice.
  • How to preview and hide charges in client Invoice.

  • How to filter a client
  • How to add and edit contact in client section.
  • How to add and edit a client details.
  • How to add and edit address in client
  • How to add and edit shipper info in client section.
  • How to add, edit and delete a file in client section.
  • How to export a client details.
  • How to view projects in client section.

  • How to create sales order
  • How to add item and additional charges in Sales Order.
  • How to edit product in sales order
  • How to add decoration charges
  • How to add shipping information in Sales Order.

  • How to create a presentation

  • How to find PO
  • How to add supplier bill in Purchase Order.

  • How to add notes and task files

  • How to filter invoice
  • How to get report of the invoice
  • How to export the invoice

  • How to run report on the Vendor bills.
  • How to export Vendor bills to Xero and Quickbooks.