You can currently change the following document templates: Quotes Sales Order Acknowledgements Delivery Notes Purchase Orders Invoices Price Lists Credit Notes All of the above are based on a set of MS Word templates and you can edit these by going ...
Sending newsletters is a great way of keeping in touch with your customers. You can store newsletters so you can send them to new customers without having to type in all the information again. Newsletters can be full HTML and you can link to your ...
A prospect is basically someone who enquires about your products or services, i.e. a potential customer. Prospects can only be added via the api. Please see the api documentation for more details.
If you have your own website you can send data from a contact form directly into Xploite using the Api. To use the Api you must first get an Api token. Go to "Setup > Api Tokens" and click on the "Get Token" button next to each of your businesses. To ...
The view person page is broken down into 5 tabs: Person Details This tab is the main details for the person such as their name, job title, company etc. To edit a person click on the pencil icon under their details. To add a contact type (email, phone ...