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Sales Pipelines
38 articles
Project Details
Last Updated: February 18, 2025To go Project details just go to Dashboard After clicking, it will move to the Project details page
Add Client
Last Updated: February 18, 2025When you create a project under a contact, that contact will be considered a client. However, you can also add a client manually from the dedicated menu in Mainflow. To add a client, go to the WordPress Admin Dashboard and then: After clicking the button, you will see the add new client form.
Client Portal
Last Updated: February 18, 2025Mainflow now features a client portal that allows your clients to view their projects, estimates, invoices, and more! In this guide, we will walk you through the process of enabling the Client Portal feature for your clients to enhance business relationships and transparency. Enabling Client Portal Feature Please note that the Client Portal is a...
Add Contact Person
Last Updated: February 18, 2025When you crete Lead, Deal, Estimate, Invoice, Project, etc then a contact will be created. But you can add contact person manually. To add a Contact Person just go to Dashboard After click appear a Contact Person form
Add Contact Organization
Last Updated: February 18, 2025For leads, deals, estimates, and invoices, there is always a contact associated with each. While creating a lead, deal, invoice, or estimate, you can create a new contact, but the option to add an organization is not available directly in the popup form. The organization must be added manually, as multiple people can belong to...
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