Knowledge base

Knowledge base

Getting Started with Onexfort
Getting Started with Onexfort

1 Topic

When you Signup
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CRM
CRM

14 Topics

Inbox Opportunities > Opportunities List Opportunity > Opportunity page Opportunity Page > Activity tab Opportunity Page > Removals tab Opportunity Page > Inventory Tab
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Removals
Removals

23 Topics

Removals > Jobs > List jobs Removals > Job > Job page Removals > Job > Activity Tab Removals > Job > Operation Tab Removals > Job > Invoice Tab Removals > Job > Inventory Tab
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Storage
Storage

3 Topics

Unit List Storage setting > Storage types Storage setting > Storage units
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Finance
Finance

5 Topics

Invoices Finance Settings > Products Finance Settings > Product Category Finance Settings > Taxes Finance Settings > Invoice Settings
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People Operations
People Operations

2 Topics

Employees People Settings > Roles and Permissions
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Dashboard
Dashboard

4 Topics

Dashboard > Reporting > Sales pipeline Dashboard > Reporting > Operation Report Dashboard > Reporting > Lead Report Dashboard > Reporting > Daily Vehicle Check
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General Settings
General Settings

15 Topics

Organisation Settings Companies Serving Cities List Type and Options Profile Settings Payment Credentials
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Mobile App
Mobile App

8 Topics

Login and job list Job Page > Job Details Job Page > Inventory Job Page > OHS Risk Assessment Job Page > Take notes Job Page > Customer Sign Off
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FAQ
FAQ

39 Topics

1. How to set up Product categories and Products in Onexfort? 2. How to set up Email templates? 3. How to create a new removal opportunity? 4. How to generate a quote and send it to the lead? 5. How to nurture your lead and convert it into a booking? 6. How to assign a job to a driver and an offsider?
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