How To Use The Project Timer In PromoSoftware

You can start and stop the project timer in any screen in PromoSoftware. Ensure that your project is active then start tracking time on projects by completing these steps (or watch the video below). The PromoSoftware project timer lets you monitor your time spent on any project.

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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 Add An Enquiry In PromoSoftware

Entering leads in CRM is the cornerstone of PromoSoftware. Once your enquiry is added you can simply link your quotes, sales, invoices and purchases to the enquiry to monitor your enquiry conversion and businesses performance. Just complete these steps (or watch the video below) to add your enquiry. Your enquiry has been added and you…

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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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How To Set Up Your Pipeline Software

System and processes are the hidden gem within your small business. Setting up step by step guides to ensure that your product or service is delivered the same, every time is essential to give your customers trust in your business. Set up schedules by completing these steps (or watch the video below).

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Creating A Hub Of Programs To Manage Your Business

I’m sure you know you’re never going to find that one bit of software that will do everything you need to manage your small business effectively. And as your PromoSoftware small business system has been developed to make managing your business easier I’ve made sure it links up to other excellent programs seamlessly. Programs such…

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PromoSoftware – How To Link To Dropbox

Link PromoSoftware to your online storage solution Dropbox. To link your PromoSoftware system to Dropbox please follow these steps (or watch the video below). You will see in your Dropbox folder a sub-folder called Apps in which are your active enquiry folders. Just put any file you wish to use in the email system of…

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Is There A Limit To The Amount Of Records I Can Enter?

There is no limit to the amount of data that you can enter within your PromoSoftware system. The only restriction you may encounter is the size of your back up email. If your back up file is too large, your email provider may not allow the delivery of the back up email.

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I’m Editing A Field But Every Time I Go Back It Hasn’t Changed, Why?

Your PromoSoftware system doesn’t have a save button, your changes auto save once you click in the white area outside the field your changed. The field turns to red when you are editing and it is active, and then back to blue once it is saved. Check out the below video to see it in…

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Why Can’t I Delete Enquiries

When you make a quote, sale, invoice or purchase inactive a Delete button appears but not in enquiries, why? As your enquiry module is linked to all other modules within your system we several situations where deleting the enquiry, also deleted all the related files. So as a security measure we removed the delete option…

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