How to Archive Items Click the ‘Edit Rows’ icon in the top right of the client or stock list. 2. Tick the box on...
Create Quote Templates To make things easier for your workflow, templates are a great idea. They save time and also ensure invoice items...
Slack tab on a client If you’d like to store your teams Slack conversation about a particular client, we have created a simple way to...
How to add an attachment to a quote template Add the attachment file by selecting Resources- Files in the left-hand menu of CRM. Once uploaded, click the … on...
How to create a Quote Click on “Quotes”, under “Finances”, in the left hand menu of FireHawkCRM (alternatively you can visit the Quotes list within...
How to create an Order In the left hand main menu of FireHawkCRM, Click on “Resources” and then “Orders” and “View All”. (Alternatively you can...
Purchase Orders – Booking in Stock Create the Purchase Order Hover on “Stock” in the main left hand menu of FireHawkCRM and click on the “+”...
Viewing a Customer’s Order History Click on “Clients” in the left hand menu of FireHawkCRM. A list of all clients will appear. Using the search...
How to add a new Customer/Client Click on the arrow to the right of “Clients”, in the left hand menu, to show the options “Lead” and...
Setting up new Boards To setup a new board you click the + next to boards in the left hand menu ( or select...
How to reauthenticate Xero integration Click on your team name in the top left of CRM to open Team Settings. Navigate to the “Integrations” tab...
How to integrate with Xero Click on your team name in the top left of CRM to open Team Settings. Navigate to the “Integrations” tab...