NOVA Widget

Financial accounting

Allows you to keep records of receipts / expenses from different sources for each lead.
CONFIGURING THE WIDGET
To add expenses/receipts, go to the Finance tab in the lead
Then click on the Add button
  • Select the Expense or Receipt category
  • Enter the amount
  • Enter A comment
  • Click on add
After the receipt or expense in the lead, a note will appear
Made on
Tilda