Discover how to effortlessly utilize modules within ChetsCRM software with our user-friendly guides, simplifying complex processes for seamless navigation and understanding.
Team management is a crucial aspect of organizational structure and collaboration within any system. In the HRM module, accessing the Teams section enables administrators to create and oversee teams e...
In any organization, tracking the time spent on various tasks and activities is essential for productivity and project management. A timesheet is a tool used to record and monitor the hours worked by...
Holidays are essential for maintaining work life balance and allowing employees to rest and rejuvenate. They are days designated for relaxation, celebration, or observance of cultural or religious sig...
Creating items in your sales module is a fundamental aspect of managing your inventory and facilitating transactions. This guide will walk you through the simple process of adding items to your inven...
Estimates play a crucial role in presenting potential customers with an overview of the services you offer and the associated costs. This guide outlines the simple steps to create estimates within y...
Accepting or declining estimates sent by your company is a straightforward process within the Sales Module. This guide provides simple steps to view, accept, or decline estimates, enabling seamless co...
Invoicing is an essential part of managing your business transactions and ensuring timely payment for the services you provide. This guide walks you through the simple process of creating invoices wit...
Recording payments received for generated invoices is crucial for maintaining accurate financial records and tracking outstanding balances. This guide outlines the simple steps to enter payments withi...
Viewing payments is crucial for tracking incoming revenue and maintaining accurate financial records. This guide provides simple steps to access and review payments within the Sales Module, facilitati...
Creating expenses is essential for accurately tracking and managing costs incurred by your business. This guide outlines the simple steps to create expenses within the Sales Module, enabling you to ma...
Creating taxes is essential for accurately calculating and applying taxes to transactions within your sales module. This guide provides clear steps to create taxes, enabling you to streamline your tax...
In the process of scheduling and organizing meetings, ChetsCRM provides a streamlined approach to create and manage meetings efficiently. Follow these steps within the Meeting Module to set up a prod...
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