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How to Guides

  • HOW TO CHECK YOUR EMAILS

    Click on the CRM & Messaging tab. Select Messages, then choose Email. In the Email Analysis box, you will find...
  • HOW TO CHECK YOUR TEXT BOX

    Click on the CRM & Messaging tab. Select Messages, then choose Text. In the Text Analysis box, you will find...
  • HOW TO SEND A TEXT

    Click on the CRM & Messaging tab. From the drop-down menu, select “Compose Text” [to display the compose text platform]....
  • HOW TO SEND EMAILS

    Click on the CRM & Messaging tab. From the drop-down menu, select “Compose Email” [to display the compose email platform]....
  • HOW TO TRANSFER ITEMS TO ANOTHER BRANCH

    Click on the SmartSale POS tab. Select Point of Sale from the drop-down menu. Enter the branch’s name in the...
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