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 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 Your Details In PromoSoftware

In PromoSoftware you can edit your company data simply. You can also upload a background, T&Cs and set sequentially running numbers that can then be used on products, quotes, sales, purchases and invoices. To edit your details please follow these steps (or watch the video below). PromoSoftware’ custom CRM email templates lets you systematise and…

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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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PromoSoftware – How To Link To Sagepay

Link PromoSoftware to your virtual payment system in Sagepay. To link to Sagepay please follow these steps (or watch the video below).

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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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PromoSoftware – How To Link To MailChimp

Link PromoSoftware to your email marketing software MailChimp. To link to MailChimp please follow these steps (or watch the video below). NOTE: The initial sync copies all your contacts to MailChimp. You can then change each contact on an individual basis in their contact file.

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PromoSoftware – How To Link To KashFlow

Link PromoSoftware to your online accounting software KashFlow. To link to KashFlow please follow these steps (or watch the video below). NOTE: KashFlow does not allow us to automatically update the nominal accounting codes so you have to manually ensure that these codes match where applicable.

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Multi Currency Invoice Software

Create quotes, sales, purchases or invoices in different currencies in PromoSoftware. Sell or buy across borders by completing these steps (or watch the video below). Note: If the currency you require isn’t available use the Need Help button and send a request to add your currency.

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