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 […]

Salesforce is a popular CRM (customer relationship management) software. Many businesses use Salesforce to manage their customer data and sales processes. One of the features of Salesforce is the ability to create notes for each customer record. Notes are a great way to keep track of important information about your customers, such as contact details, […]

YNAB, or You Need A Budget, is a budgeting software that helps users manage their finances and stay on top of their budget. The company offers a free trial and a subscription-based service. So how does Ynab make money? The company makes money through its subscription-based service. Users can sign up for a free trial, […]

If you’re looking for a CRM that will help your business close more deals and keep track of your customers, then HubSpot Sales CRM is a great option. In this article, we’ll show you how to set up HubSpot Sales CRM so that you can start using it to manage your sales pipeline. First, you’ll […]

If you use Quickbooks to manage your finances, you know that it’s important to keep your invoices up-to-date. But what happens when you need to make a change to your invoice template? Fortunately, Quickbooks makes it easy to edit your invoice template. Open QuickBooks and go to the “Edit” menu Select “Preferences” from the drop-down […]

There are many different types of accounting software on the market, so it can be difficult to know which one is best for your business. Real estate agents have specific needs when it comes to accounting software. They need something that can track income and expenses, create invoices, and manage properties. QuickBooks is a popular […]

Pipedrive is a great CRM tool for small businesses. It’s affordable, easy to use, and has a lot of features that small businesses need. One thing that Pipedrive doesn’t have, however, is the ability to export statistics. This can be a problem if you need to generate reports or share data with other people in […]

If you’re a small business owner, then you know how important it is to keep track of your finances. That’s where Freshbooks comes in. Freshbooks is an online accounting software that makes it easy to track your income and expenses, send invoices, and get paid. Here’s a quick guide on how to use Freshbooks for […]