support.tinselcrm.com
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Submission: On November 08 via automatic, source certstream-suspicious — Scanned from US
Submission: On November 08 via automatic, source certstream-suspicious — Scanned from US
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Text Content
Skip to content Skip to main navigation Skip to footer * Home * Onboarding Video * FAQ * Log In To Tinsel CRM * Contact Us Search Search in: Everything Knowledge Base FAQ Blog Pages TINSEL SUPPORT TOPICS Go to Knowledge Base CLIENTS * Adding Notes to a Client or Project * Adding A New Contact to a Client * Creating A New Client * Exporting Clients And Contacts * Importing Clients And Contacts INVENTORY * Sample Inventory File * Adding An Image To An Inventory Item * Multi-Year Agreements – Everything You Need to Know * Entering “Actual Used Quantity” amounts (Versus Bid amounts) * Understanding Inventory Prep * Difference between Stock Current and Stock Adjusted Levels INVOICES * How to Create and Send an Invoice * How to add a Payment to an Invoice MOCKUP TOOL * How To Add Preset Images To An Image In The Mockup Tool * How To Open An Image In The Mockup Tool * How To Add Lights To An Image In The Mockup Tool PROJECTS * Modifying a Proposal * What is the Project Glance? * Marking a Project as Completed * Creating Checklist items for the Bases stage * Entering “Actual Used Quantity” amounts (Versus Bid amounts) * Adding Notes to a Client or Project PROPOSALS * Cloning an existing Proposal * Email notifications on Proposal Interactions * Customizing Proposal Follow Up Actions * Adding A Description To A Feature * Multi-Year Agreements – Everything You Need to Know * How to Accept a Proposal REVIEWS * How to Request Reviews from Clients SCHEDULE * Crew Management * Bulk Scheduling with the Map * Scheduling Projects SETTINGS * Email notifications on Proposal Interactions * Customizing Proposal Follow Up Actions * Editing Email Templates * Setting Up Your Tax Jurisdictions * Setting Up Your Terms & Conditions * Prospect Email Receiving SITES * Adding a New Site to a Client Profile TEMPLATES * Invoice Terms & Conditions * Proposal Templates * Payments Templates * Email Templates TINSEL PAY * Tinsel Pay PCI Compliance Survey * Manage Your Tinsel Pay Account Go to Knowledge Base * Terms and Condition * Privacy Policy * * * Copyright © Tinsel 2022