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24 items
How to Create Vehicle Shipping Quote on CRM Dashboard
How to Create Vehicle Shipping Quote on CRM Dashboard

An overview of how users can generate and manage vehicle shipping quotes within the CRM dashboard.

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Overview of Timeline Section on CRM Dashboard
Overview of Timeline Section on CRM Dashboard

An overview of how users can view and track activity history using the timeline section in the CRM dashboard.

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How to View Custom Quote Status Folders
How to View Custom Quote Status Folders

An overview of how users can access and track custom quote statuses within the CRM dashboard.

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How to Use Instant Pricing Tool
How to Use Instant Pricing Tool

An overview of how users can generate quick shipment pricing using the instant pricing tool.

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How to Setup Order Form on CRM Dashboard
How to Setup Order Form on CRM Dashboard

An overview of how users can configure and manage the order form within the CRM dashboard.

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How to Create Heavy Vehicle Shipping Quote on CRM Dashboard
How to Create Heavy Vehicle Shipping Quote on CRM Dashboard

An overview of how users can create and manage shipping quotes for heavy vehicles within the CRM dashboard.

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How to Create Freight Shipping Quote on CRM Dashboard
How to Create Freight Shipping Quote on CRM Dashboard

An overview of how users can generate and manage freight shipping quotes within the CRM dashboard.

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How to view Deleted Orders on CRM Dashboard
How to view Deleted Orders on CRM Dashboard

An overview of how users can access and review orders that have been deleted in the CRM dashboard.

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How to see Customer List on CRM Dashboard
How to see Customer List on CRM Dashboard

An overview of how users can access and manage the customer list within the CRM dashboard.

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How to create Custom Status folder on CRM Dashboard
How to create Custom Status folder on CRM Dashboard

An overview of how users can organize orders using custom status folders in the CRM dashboard.

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How to see Cancelled Order on CRM Dashboard
How to see Cancelled Order on CRM Dashboard

An overview of how users can view and track all cancelled orders within the CRM dashboard.

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How to Book Order on CRM Dashboard
How to Book Order on CRM Dashboard

An overview of how users can create and confirm a new order from the CRM dashboard.

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Overview of Waiting Approval Page
Overview of Waiting Approval Page

An overview of how users can view and manage items that are currently awaiting approval on the platform.

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Overview of Shipper My Listing Page
Overview of Shipper My Listing Page

An overview of how shippers can view and manage all their created shipment listings in one place.

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How to view Pickup Section
How to view Pickup Section

An overview of how users can access and review shipments scheduled for pickup.

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How to View Dispatch Section
How to View Dispatch Section

An overview of how users can access and monitor shipments currently in the dispatch stage.

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How to view Delivered Section
How to view Delivered Section

An overview of how users can access and review delivered shipments on the platform.

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How to View Cancelled Section
How to View Cancelled Section

An overview of how users can access and review cancelled listings or shipments on the platform.

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How to see Bids or Requests of Listings
How to see Bids or Requests of Listings

An overview of how users can access and review bids or requests received on their listings.

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How to Add and Manage Contacts in Your Address Book
How to Add and Manage Contacts in Your Address Book

An overview of how users can maintain and organize their contacts within the address book.

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How to view your profile details
How to view your profile details

An overview of how users can access and review their personal profile information on the platform.

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How to add and manage your networks
How to add and manage your networks

An overview of how users can build and maintain their network connections within the platform.

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How to add and manage your contracts
How to add and manage your contracts

Quick steps to add, update, and manage your contracts efficiently from the settings.

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How to manage Notifications
How to manage Notifications

A comprehensive guide to help users understand how to effectively manage notifications on the platform, includ...

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