More video support

We’ve updated our video support, and added a few more for you. Don’t forget that you can subscribe to our YouTube channel!

importProductsSave 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.

leadsFollowing up sales leads

A guideline procedure for following up new leads that arrive in your CRM, using the Pearl timeline.

reportsThe Pearl Report Centre

Exploring some of the features of the Report centre. Filter, view or export to Excel and PDF.

stockControlStock 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.

templatesQuote, 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.

weeblyAdd 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.

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