You can track services in minutes, hours, days, or any other unit of measurement.
Add units of measurement for services
- Go to CRM > Settings > CRM Settings.
- Open the Start point tab and select Units of measurement.
- Click Add and enter the unit details.
Required fields are marked with an asterisk.
4. Open the Product catalog and create a new service.
5. Select Service from the Create menu.
6. Fill in the required fields, choose the unit of measurement, and save the service.
Use services in CRM
Add services to invoices, deals, CRM forms, and other CRM items. You can also connect services to resource booking in CRM forms.
- Create a service in the Product catalog.
- Configure the Resource booking field in the deal form.
- Create a CRM form and add:
- The service
- The Resource booking field
Customers can then book the service through the CRM form on your website. When a customer submits the form, the system automatically creates a deal in the CRM.
In brief
- Go to CRM > Settings > CRM Settings > Start point > Units of measurement.
- Click Add and enter the unit details.
- Create a service in the Product catalog.
- Configure the Resource booking field in the deal form.
- Create a CRM form and add the service and the Resource booking field.
- When a customer submits the form, the system creates a deal in the CRM.
