Layer Systems

You can reorder fields to suit your business' preferences

Reordering fields in Data Capture

An optional setting for users of sub-companies

Information on using and configuring sales order check lists

Information on configuring a web lead form

Information on how a quote's "Valid until" date is set

Information on managing your lead and customer sources

How to show fields in certain parts of the system

Some example quotation authorisation rules that can be set up

Information on using sub-companies to represent subsidiaries

An optional feature that can provide more control over quotations

This will let you link existing assets to new lines if the new line is of a particular classification

Information on configuring this feature for your users

What is an opportunity value source and how does it work?

You can change the order in which sales order statuses are listed

How to add Direct Debit sign-up to the quote sign process, and customise the mandate

A user role can restrict certain users from manually converting a sales order

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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