Clientjoy
Help articles for Clientjoy users
Getting Started
4 articles- "Effortless Onboarding: Introducing Checklist, Your Guide to Seamless User Journeys in Clientjoy CRM!"
- Getting Started ?
- Joy Assist 🤖
- Tips and Tricks ?
Sales Pipeline and Leads
5 articles- How can I add or update a Lead?
- How can I import leads from a CSV file?
- How to use the Lead Generation Form in Clientjoy?
- Leads Overview | Everything you need to know
- Setup stages of your Sales Pipeline
Managing Clients Client Portal
7 articles- Client Portal Overview
- Contacts Overview
- Contacts Overview
- How can I add a customer?
- How can I import Clients from a CSV file?
- How to Embed Trello in Clientjoy Client Portal
- How to get embed code or link from some popular apps?
Mailbox and Calendar Activities
4 articles- Calendar & Activities Overview
- How to connect emails using IMAP (iCloud, AOL, etc)?
- Mailbox overview
- Why did my mailbox, calendar, and Scheduler got disconnected?
Meeting Scheduler
1 article- How to create a meeting link? Using a meeting scheduler
Documents
3 articles- Documents Overview
- How to use Digital Signature in Document?
- Setup your Document templates
Setup
13 articles- How can I create an invoice?
- How can I create an invoice?
- How can I set my Invoice number format?
- How to disconnect your Paypal account?
- How to set Auto Payment for Recurring Invoice?
- Recording Payments in an Invoice
- Recording Payments in an Invoice
- Reminders in Invoices
- Setup Instamojo
- Setup Invoices
- Setup payment Gateways to collect payments
- Setup Payoneer
- Setup Razorpay
Frequently Asked Questions
1 article- Which activities are recorded in the Activity Log of Leads and Customers?
Settings
11 articles- Basic account setup
- Basic account setup
- How to generate password for SMTP settings of Google work email?
- Integrate your Google Drive or One drive account
- Invite Team members
- Setup Custom Fields
- Setup your Branding ?
- Setup your Branding 🎨
- Setup your Email & Calendar sync
- Setup your Email templates
- Troubleshoot: SMTP setup for Microsoft account
Items
1 article- Items Overview
Referral
2 articles- Best practices for referring
- Referral Program Overview ?
Zapier Integration
7 articles- How can a Client be created automatically with a Zap?
- How can a lead be created automatically with a Zap?
- How can an invoice be created automatically with a Zap?
- How can I integrate apps with Clientjoy using Zapier?
- How can I integrate apps with Clientjoy using Zapier?
- How can I update a Client automatically via Zap?
- How can I update a lead automatically with a zap?
Pabbly Integration
4 articles- How to add Leads from Clientjoy to Google Sheets using Pabbly Connect?
- How to add Leads from Clientjoy to Google Sheets using Pabbly Connect?
- How to add Leads from Google Sheets to Clientjoy using Pabbly Connect?
- How to add Leads from Google Sheets to Clientjoy using Pabbly Connect?
Make Integration (Formerly Integromat)
4 articles- How to add Leads from Clientjoy to Google Sheets using Integromat?
- How to add Leads from Clientjoy to Google Sheets using Integromat?
- How to add Leads from Google Sheets to Clientjoy using Integromat?
- How to add Leads from Google Sheets to Clientjoy using Integromat?
Integrately Integration
2 articles- How to Create Lead from Google Form to Clientjoy using Integrately?
- How to Create Lead from Google Form to Clientjoy using Integrately?
Quickbooks Integration
1 article- "Seamless Contact Management: Introducing Native Quickbooks Integration in Clientjoy CRM!"