the very basic step to set up company details for using this software fill up necessary information.follow the given below instractions :
Setting => Company Information
E-store is an e-commerce store to sell services/products online , here is the simple steps to setup your own e-commerce or Adding product.follow the given below instractions :
E-store => New Product
for E-store you have to add your product & sevice, upload product image & other basic details like pricing etc.
sending proposal through this software in very easy steps.follow the given below instractions :
sales => Proposal
for proposal just follow the basic steps
sending invoice through this software in very easy steps.follow the given below instractions :
sales => Invoice => New Invoice
for Invoice just follow the basic steps
very easy to manage your paymentsfollow the given below instractions :
sales => Invoice => click on any invoice => Payment
for adding payment just follow the basic steps
automatic sync your website inquiry inside the Vanizya through the web to lead forms, it's very simple & easy to integrate with your website.follow the given below instractions :
Setting => Lead => Web to Lead => New Lead Form
you need to manage input control by drag and drop according to use cases. just manage the all necessary fields in your website contact form.
for web to lead just follow the basic steps
after saving the form you will get the HTML code, you just need to paste that code into your website.
Example of that form is given below
complete lead management through Vanizya Automation in Lead section ( add lead, filter lead, Lead reminder, followup, proposal , files, etc )
Add your customer details in the software very easy to enter details.
manage your all customers at a single place.
Access & edit customer details
Access customer statement