Video lessons

Video material will answer questions on how to work with iPyramid.bizlogic system modules and efficiently use all the possibilities of the system.

Customer relationship manager (CRM):

• Creating a customer
• Editing customer data
• Searching for a client
• Creating a rival

Time schedule:

• Creating an event
• Creating a task
• Approving and delegating a task
• Creating a new note

Documents:

• Creating a new document type
• Creating a new document
  

Payments and debts management:

• Creating a new invoice
• Creating and covering the invoice
  

Other modules:

• Projects
• Working time accounting
  
• Store
• Billing
• Reports
• Brain storming
• User rights