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
1. Select the Expense or Receipt category
2. Enter the amount
3. Enter A Comment
4. Click on add
After the receipt or expense in the lead, a note will appear
Then click on the Add button
1. Select the Expense or Receipt category
2. Enter the amount
3. Enter A Comment
4. Click on add
After the receipt or expense in the lead, a note will appear
