How to Archive Items
Click the ‘Edit Rows’ icon in the top right of the client or stock list. 2. Tick the box on...
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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...
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