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Introduction
(2)
Introduction
GoKickSales Basics
Getting Started with GoKickSales
(5)
Account Setup
Login with GoKickSales
Retrieving a Lost Password
GoKickSales Home Page
Preview of GoKickSales Home Screen
Configure GoKickSales Account
(4)
My Account
Personal Details
Change Password
Profile Settings
Explore GoKickSales
(10)
My Dashboard Widget
My Dashboard Widget
GoKickSales Masters
(39)
User Manager
Role Manager
Custom Field
Email Template
Web Form Integration
Call Script
Campaign Manager
Echo Sign Manager
Mail Merge Template
Team Manager
Manage Features
Automization Workflow
(4)
Create Rules
Send Alerts
Assign Tasks
Follow-Ups
Data Sharing
(9)
Sharing Rules
Default Organization Permissions
Leads Management
(7)
Create New Lead
Manage All Leads
Search Leads
Lead Details
Today’s Leads
Task Management
(4)
Create New Task
Create Recurring Activities
Set Reminder
Create & Assign Task for Lead
Accounts Management
(3)
Create New Account
Manage All Accounts
Account Details
Opportunities Management
(3)
Create New Opportunity
Manage All Opportunities
Opportunity Details
Case Management
(2)
Create New Case
Manage All Cases
Contact Management
(2)
Create New Contact
Manage All Contacts
Quote Management
(2)
Create New Quote
Manage All Quotes
Invoice Management
(12)
Invoice Basics
Create New Product
Manage All Products
Create Invoice
Manage All Invoices
Reports
(23)
Report Builder
Run Report
Preview of report
All Reports
Manage Folders
Email Marketing
(2)
Sending Logs
Send Emails
User Tracking Feature
(3)
Real Time Users Location Map
Individual User Travel Route Map
Distance Traveled Reports