- How To Enable Google 2FA Authentication In Britixo Practice Management Software.
- Basic Configuration, branding and settings of the software
- How to login to Britixo cloud based software
- How to Invite Your Team Members to Britixo
- How to Customise Your Dashboard of Industry Specific PMS or CRM?
- How to Configure General Settings in Britixo Software?
- How to Set Up Email Templates & Email Branding in Britixo
- How to Add Your First Client in Britixo?
- How to Import Clients in Bulk via CSV in Britixo
- How to Add and Manage Notes, Files and Tags for Clients
- How to Set Up Your Branding and PDF Templates in Britixo
- How to Set Up Currencies, Languages & Timezones in Britixo
- How to Add Custom Fields for Clients, Projects and Invoices
- How to Use the Quick Actions Menu in Britixo
- How to Use the Global Search Bar Efficiently in Britixo
- How to Set Up Notifications Email, In-App, Slack in Britixo.
- How to Configure Client Portal and Login Access in Britixo
- How to Set Up and Use Reminders in Britixo
- How to Use the “Activity Log” and Track System Events
- How to Customise Email Templates in Britixo Software
- How to Use the Calendar and Schedule Events in Britixo
- How to Add and Use Announcements in Britixo
- How to Create and Manage To-Do Lists in Britixo Software
- How to Add a New Client and Enter Full Details in Britixo
- How to Assign and Use Client Groups in Britixo
- How to View and Edit Client Profiles in Britixo
- How to Upload and Manage Client Files in Britixo
- How to View Client Activity Logs in Britixo
- How to Add Internal Notes to a Client in Britixo
- How to Disable or Delete a Client in Britixo
- How to Reset a Client’s Portal Password in Britixo
- How to View and Manage Client Invoices in Britixo?
- How to View and Manage Client Projects in Britixo Software
- How to View and Manage Client Support Tickets in Britixo
- How to Add and Capture Leads Automatically in Britixo
- How to Qualify, Convert, and Move Leads Through Stages – CRM
- How to Edit or Delete Existing Leads in Britixo
- How to Assign Leads to Staff and Use Permissions in Britixo
- How to Manage Lead Statuses, Sources, and Tags in Britixo
- How to Create and Embed Lead Capture Forms in Britixo
- How to Set Up Email Integration to Auto-Generate Leads
- How to Import and Export Leads Using CSV Files in Britixo
- How to View Lead Activity Logs and Timelines in Britixo
- How to Use Kanban View and Custom Filters for Leads -Britixo
- How to Create and Send Estimates in Britixo
- How to Convert Estimates into Invoices or Projects – Britixo
- How to Create and Send Proposals to Clients in Britixo
- How to Convert Proposals into Invoices or Projects – Britixo
- How to Create and Manage Invoices in Britixo
- How to Set Up Recurring Invoices and Auto-Billing in Britixo
- How to Record Payments and Track Balances in Britixo
- How to Issue Credit Notes and Apply Them in Britixo
- How to Filter, Export, and Report on Sales Data in Britixo
- How to Customise and Brand Sales Documents in Britixo
- How to Create and Assign Tasks in Britixo CRM
- How to Track Time on Tasks in Britixo CRM
- How to Comment and Collaborate on Tasks in Britixo
- How to Create and Manage Projects in Britixo CRM
- Assigning Staff and Customers to a Project in Britixo
- How to Add Tasks to Projects in Britixo CRM
- Understanding Task Status and Priorities in Britixo CRM
- Using the Kanban Board to Manage Tasks in Britixo
- Tracking Time for Tasks and Projects in Britixo
- Creating and Managing Project Milestones in Britixo
- Uploading and Sharing Project Files in Britixo CRM
- Using Project Discussions to Collaborate in Britixo
- Creating and Sending Project Invoices in Britixo CRM
- Setting Project Permissions for Team Access in Britixo
- Archiving or Marking a Project as Finished in Britixo
- Creating and Sending Proposals in Britixo CRM
- Convert Accepted Proposals to Invoices or Projects
- Creating Custom Proposal Templates in Britixo CRM
- Tracking Proposal Views and Activity Logs in Britixo
- Enabling Client Comments on Proposals in Britixo
- Setting Proposal Expiry and Validity Dates in Britixo
- Viewing and Managing All Proposals in Britixo CRM
- Configuring Proposal Settings Globally in Britixo CRM
- Understanding Proposal Statuses in Britixo CRM
- Convert Proposals to Invoices or Projects in Britixo
- Using Digital Signatures on Proposals in Britixo CRM
- Using Proposal Templates or Manual Entry in Britixo
- Duplicating or Cloning Proposals in Britixo CRM
- Sending Proposal Reminders to Clients in Britixo
- Handling Expired Proposals and Extensions in Britixo
- Tracking Proposal Activity and Audit Logs in Britixo
- How Clients Accept or Decline a Proposal in Britixo
- Download or Print Proposals as PDF in Britixo
- How to Create and Send Invoices in Britixo
- Recording Invoice Payments in Britixo CRM
- Creating and Managing Recurring Invoices in Britixo CRM
- Setting Up Invoice Reminders in Britixo CRM UK
- How Clients Pay Invoices Online in Britixo CRM UK
- Issuing Refunds and Credit Notes in Britixo CRM UK
- Managing Invoice Statuses and Overdue Invoices in Britixo
- Customising Invoice Templates and Branding in Britixo CRM
- Handling Multi-Currency Invoicing in Britixo CRM UK
- Generating Financial Reports & Analytics in Britixo CRM UK
- Integrating Payment Gateways in Britixo CRM UK
- Managing Invoice Taxes and Discounts in Britixo CRM UK
- Voiding or Deleting Invoices in Britixo CRM UK
