We’ve updated our video support, and added a few more for you. Don’t forget that you can subscribe to our YouTube channel!
Save time by bulk-uploading products
You can also use the Data manager to update product parameters like weight, web enabled, price etc. Import from Excel to make data management quick and simple. |
Following up sales leads
A guideline procedure for following up new leads that arrive in your CRM, using the Pearl timeline. |
The Pearl Report Centre
Exploring some of the features of the Report centre. Filter, view or export to Excel and PDF. |
Stock control in Pearl
An overview of the Basic stock control module in Pearl. Create an item, add some into stock, and then sell some on a sales order. |
Quote, Invoice and extra templates
Create and use extra document templates for a sale – in this example we look at creating a “request for payment” document and send it off to a client. |
Add a Smartform to a Weebly website
Need a website fast? Weebly offers an excellent way to get started, and with an embedded Pearl smartform all your new contacts will appear automatically in your contact management system. |






