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To partially invoice a business order issued from Crm & Marketing → Offerings, navigate to Crm & Marketing → Orders and click the "show order details" button CAUTION! In order to proceed with invoicing the order, whether partial or total, make sure you have confirmed it by clicking on the appropriate confirmation button! A . . . Continue reading...
In an effort to improve CRM management, it is possible to use the Personal Calendar to set Events or Tasks for registered Leads or for already enrolled Students. Note: Any Task or Event entered in the Personal Calendar is visible only to the owner. Note: Currently the Personal Calendar is available for . . . Continue Reading...
To configure one or more commercial offers, navigate from the main menu to CRM & Marketing → Offers and, from the next screen, click the button at the top right "Configuration." Configure Offer Contents The first step in creating the offer is to configure its contents, the first information . . . Continue reading...
Zapier allows you to create automation within ScuolaSmplice. This integration is often used to import contacts from your CRM to ScuolaSemplice. To begin configuration navigate to Configuration → Integrations and expand the API Accounts section for connection to external systems: Then create a new connection, setting a Username, . . . Continue reading...
To access the CRM (Customer Relationship Management) section of the system, where you can better manage the school's potential customers, navigate to CRM & Marketing → Leads (CRM). CRM Configuration To configure the school's CRM, entering new statuses attributable to prospects and . . . Continue reading...