CRM and expenses
Three small modules: the CRM tracks leads through a pipeline to won or lost; expense management takes employee and petty cash claims from submission to the ledger; subscriptions record recurring agreements and the billing dates they imply.
CRM: set up
CRM: every day
- How do I enter a new lead?
- How do I move a lead to another stage?
- How do I change a lead's close date?
- How do I mark a lead won or lost?
Expenses
- How do I set up expense claims for a company?
- How do I submit an expense claim?
- How do I post an approved expense claim to the ledger?
- How do I undo a posted expense?
Subscriptions
What posts
What posts in CRM and expenses - Post Expense Submission is the only document of the three modules that reaches the accounts.
Questions people ask
The screens
CRM and expenses screens - every field of every screen.