Managing Branch Types
1. Do a Mouse Over on Admin Menu
2. On a drop down menu, go to Branches & Containers
3. On the left pop up menu, go to All Branch Types
4. A new window, like the one below, op
Adding a New Branch
Before you can add a Branch, you need to add a Branch Type, if there are none in your system
1. Do a mouse-over on Admin Menu, from the drop down menu, select Branches &
Callsheet Objectives
As part of the Callsheet Objectives module built into Webhuk, the software defines call objectives that are used in the life of the sales activity
Callsheet objectives are a defined process f
Opportunity Event Types
As part of the Opportunity Event Types module built into Webhuk, the software defines events that a sales process goes through.
The Opportunity Event Types has a predefined list of pr
Financial Accounts Data
Webhuk comes pre-defined with one financial account in order to create payments. See Financial Accounts for more information on the concept. The one financial account that is predefined and shipped wi
India VAT Rates and Categories
At Webhuk, we keep track of the prevailing tax rates under the India Value Added Tax (VAT) regime. When new users start using Webhuk, they can safely assume that the tax rates and categories defined i