Salesforce Lightning is a powerful CRM tool that can help businesses streamline their sales process. One of the key features of Salesforce Lightning is the ability to schedule reports. This can be a valuable tool for businesses who want to keep track of their sales progress and performance over time. Scheduling reports in Salesforce Lightning […]

Zoho CRM is a cloud-based customer relationship management software used by businesses of all sizes. The software is designed to help businesses manage their customer relationships in a more efficient and effective way. Zoho CRM includes features such as contact management, lead management, opportunity management, sales forecasting, and marketing automation. In business, customer relationship management […]

As of July 2020, You Need a Budget (YNAB) reports that they have 296,000 active users. This is an increase from 2019, when they reported 250,000 users. The company has seen significant growth since its founding in 2004. In the early days, YNAB was mostly used by people who were already good at budgeting and […]

Hubspot is a cloud-based CRM (customer relationship management) software that enables businesses to better monitor and track their sales pipeline, as well as automate marketing tasks. It’s one of the most popular CRMs on the market, and for good reason: its features are comprehensive and easy to use. That said, Hubspot isn’t perfect, and it […]

Are you a landlord looking for the best accounting software to manage your rental properties? If so, you’ve come to the right place. In this article, we’ll provide an overview of the best accounting software for rental properties, as well as some key features to look for in a good accounting program. When it comes […]

Pipedrive is a great CRM tool for sales teams, but can it be used for project management? The answer is yes! With a few tweaks, Pipedrive can be transformed into a powerful project management tool. Here’s how you can extend Pipedrive to fit your needs: First, create a custom field in Pipedrive called “Projects.” This […]

Assuming you have a credit card already set up in QuickBooks Online (QBO), here are the steps to recording a credit card charge. If you need help setting up your credit card account in QBO, please see this article from the Intuit support site. Keep in mind that there are different ways to record credit […]

There is no limit to the number of assignment rules that can be active in Salesforce. However, keep in mind that each assignment rule can only have one criteria and one action. So if you have multiple assignment rules, make sure that the criteria don’t overlap or you may not get the results you’re expecting. […]

Freshbooks and Quickbooks are both popular accounting software programs used by small businesses. Both have their pros and cons, but which one is better? When it comes to features, Freshbooks offers more than Quickbooks. For example, Freshbooks lets you track time spent on projects, create invoices in multiple currencies, and accept online payments. Quickbooks, on […]