Customers / CRM – SAAS BRELLA

Event Docs

How to Change the Order and Layout of Form Fields
How to Create Your First Form Template in the Form Library

CRM Functionality

Attaching PDF's (When , Where & How)
My customer is missing. | I cannot find a customer.
Sales pipeline report | Quotes pipeline
Win more bookings with 3 essential tasks.
Add our enquiry form to your Instagram
How to use the task report

Customer details

How to add a billing address / accounting address to an invoice.
Updating customer contact details
Creating your first customer
Finding a customer
How to add a customer + how to add a customer as a company

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