See how to automatically create a customer in Okappy after it has been added in Hubspot
Hubspot Okappy – Creating a job
2023-06-19T14:31:12+01:00See how to automatically add a job in Okappy from a ticket raised in Hubspot
Viewing inactive customers
2022-06-17T12:19:15+01:00See how to produce a list of inactive customers
Adding documents for a subcontractor
2021-07-09T11:42:29+01:00See how to use Okappy Subcontractor CRM to store and easily retrieve documents and files for your subcontractors.
Adding documents for a customer
2021-07-09T11:28:35+01:00Adding and storing documents for a customer If you have lots of customers, it's often important to maintain documents such as certificates, plans or other files in one place which is secure and easily accessible. With Okappy all your information is available at the touch of a button. You can add documents, attachments [...]