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Help Center
Guides, how-tos and answers for Visiro POS, ERP and services.
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Customers & CRM
Tracking leads in the CRM pipeline
The pipeline shows every sales opportunity and what stage it has reached. 1. Go to CRM > Pipeline > Leads and add a lead with the contact's details and the expe...
Customers & CRM
Adding customers, routes and categories
Customer records let you sell on credit, send e-bills and see purchase history. 1. Go to Sales / POS > Customers > Add Customer (or CRM > People > Add Customer)...
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