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

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
3 ways to create a task for a customer.

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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