How To Rename Custom Fields In PromoSoftware

Product and CRM custom fields are used in PromoSoftware. To edit the custom field titles please follow these steps (or watch the video below). PromoSoftware’ product and CRM custom fields lets you rename fields to reflect the unique nature of your business. PromoSoftware lets you concentrate on enjoying your business rather than drowning in admin…

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How To Send An Email In PromoSoftware

Once a contact with an email address has been added, it is easy to send an email to them from any screen using PromoSoftware. Email your contact using the steps below (or watch the video below). PromoSoftware integrates your email and contact manager so you can store and find related emails quickly. It lets you…

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How To Add A User In PromoSoftware

You can add as many user as you need to PromoSoftware as it is a scalable CRM multi user or single user software. Just complete these steps (or watch the video below) to add another user. Your new user has now been added to PromoSoftware.

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How To Edit Your Lists In PromoSoftware

Speed up entering repeat data by using the lists function. Edit or add entries to your lists simply and quickly in PromoSoftware. To edit your lists please follow these steps (or watch the video below). You can save lots of time by systematising your data entry in PromoSoftware.

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How To Edit Email Templates In PromoSoftware

PromoSoftware allows you to customise standard emails that can then be used in quotes, sales, purchases and invoices. To edit the CRM email templates to read as you like please follow these steps (or watch the video below). PromoSoftware’ custom CRM email templates lets you systematise and simplify regular communications with you customers and suppliers.…

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How To Edit A Contact In PromoSoftware

Once a company has been added, it is easy to update or amend the companies details using PromoSoftware. Edit your supplier or customers company details by following these steps (or watch the video below). PromoSoftware is an easy to use CRM for small organisations. It lets you concentrate on enjoying your business rather than drowning…

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How To Add A Contact

You can easily enter your contacts details into PromoSoftware. Then attach your contact to an already entered company in seconds by linking via a drop down list. Just complete these steps (or watch the video below). Voilà your contact has been added.

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How To Edit A Company

Once a company has been added, it is easy to update or amend the companies details using PromoSoftware. Edit your supplier or customers company details by following these steps (or watch the video below). PromoSoftware is an easy to use CRM for small organisations. It lets you concentrate on enjoying your business rather than drowning…

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How To Add A Company In PromoSoftware

You can manage your customers and suppliers efficiently with PromoSoftware which was specifically designed as a CRM for small organisations. It lets you easily and quickly enter your customers and suppliers key company data into your online CRM system. Simply just complete these steps (or watch the video below) Voilà your company has been added.

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Creating Custom Lists

Manage your data efficiently with PromoSoftware using custom list views. See the details you need to make key decisions within your small business. It lets you easily and quick to create custom lists in any module showing only key data you want to see. Simply just complete these steps (or watch the video below) Your…

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