Help Center – Cybix
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Contacts
Users
How to add a new contact?
How to edit a contact?
How to view a contact’s full information?
How to import contacts from a CSV file?
Managers
How do I manage contact labels?
How do I manage business contact categories?
How do I import or export my contacts?
Notes
Users
How to create a note?
How to edit a note?
How to view a note?
CRM
Users
How to quickly add a lead?
Can I group my prospects?
How to convert a client into a prospect to sell another product?
I’m the Sales Manager and have several sales executives, how can I reassign a lead from one to another?
How do I move a lead between different CRM steps?
How do I register an event or activity for a prospect?
How can I view the list of products and services?
Managers
How can I manage prospect stages?
How can I manage prospect events and activities?
How can I manage prospect statuses?
How can I manage work order statuses?
Billing
Users
How to create an invoice?
How to print an invoice?
How to download an invoice as a PDF?
How to resend an invoice?
How to pay an invoice?
How to view the list of payments?
How to view the list of receipts?
How to add a receipt?
Managers
How can I manage payment terms?
How can I configure Stripe?
Quotes
Users
How to send a quote?
How to generate an invoice from a quote?
How to view quote details?
How to download a quote as a PDF file?
Managers
How can I manage the email template used to send quotes?
Tasks
Users
How to add a task?
How to add a project?
How to start and stop task time?
How to add a sub-task?
How to change a task’s status?
Managers
How can I manage projects?
How can I manage task priorities?
How can I manage task statuses?
ClockEase
Users
How to punch in and out?
How to request time off?
Managers
How can I manage user information and their clock-in/clock-out schedules?
How can I manage the time intervals used by the module?
Phone
Users
How to make a call?
How to send a text message?
How to check voicemails?
Managers
How can I manage the system phone numbers?
Fleet Hub
Users
How to add a vehicle?
How to register vehicle maintenance?
How to add a checkpoint to a vehicle?
How to set a reminder for a vehicle?
How to report an issue with a vehicle?
How to view full vehicle information?
Managers
How can I manage vehicle brands?
How can I manage vehicle types?
How can I manage vehicle subtypes?
How can I manage the service types used in vehicle maintenance?
How can I view and manage mileage by service and brand?
Cybix AI
Users
How to use Cybix AI?
Chat
Users
How to send a message?
How to add a user to the chat?
Managers
How can I customize the chat colors?
System
Users
How do I manage my profile information?
How do I change my profile password?
How do I view active sessions on my profile?
How do I manage notifications?
Managers
Set Up Your Company
Register Your Main Office and Branches
Set Up Special Taxes
Upload Your Products or Services
Configure Outgoing Email (SMTP)
Define Units of Measurement
Define Your Referral Sources
Define Roles for Your Team and Clients
Create Individual Access for Each Member of Your Organization or Business
Create Work Teams
Activate Automatic Notifications
Install New Languages
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