Filters are an easy way to group or sort contacts. This grouping will help to extract only a particular set of contacts required for: Gathering a particular information Sending campaigns, newsletters, invoices Leads analysis Customer … Read more
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Scheduling and planning goes a long way in organizing your personal and official work. Planning and managing things properly will create a smooth workflow for the day. Instead of using spreadsheets or emails for every … Read more
Many people use the installed version of OfficeClip. But sometimes, functionality issues may come up, or there may be some hardware or software failure; in that case, a data backup will save your day. … Read more
This article shows how to take backup and restore them using in-build tools from OfficeClip. Suppose you choose to install OfficeClip on your computer instead of using the hosted version. You may want to take … Read more
In today’s fast-paced world, it is impossible to remember every customer, their details, or past communication with them. When a team is working on leads or prospects, everybody needs to have access to detailed information … Read more
What is Workflow Automation? There are specific repetitive tasks that need to be performed daily. This kind of manual work takes up a lot of employees’ time and is prone to errors. These daily tasks … Read more
The Expenses software in OfficeClip is designed to track all your Project expenses. It will manage all the costs incurred by your team and give an overview of the Project budget and actuals. Features: Few … Read more
An efficient follow-up strategy is crucial to increase sales and boost revenue. Follow-up with existing customers will help to sell more, consequently follow-up with leads will increase conversion and referrals. Follow-up is not only … Read more
What is a Service Desk? Developing software is a very challenging process. With every software release, there are chances of some bugs or issues cropping up, which hinders the smooth usage of the software. There … Read more
This guide contains step-by-step instructions on using a timesheet. An initial setup for the timesheet will make the time tracking process smoother. It includes steps right from setting up new users in the system to … Read more