Webhuk Documentation

  1. To Edit an Existing Contact. Go to Customers (or Suppliers) Tab.  A drop down menu opens. Click on 'Show People'   2. A new window with Dashboard → Customers

1. To Edit an Existing Company. Go to Customers (or Suppliers) Tab.  A drop down menu opens. Click on 'Show Companies'.   2. A new window with Dashboard → Customers → S

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

  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

  The variables are like containers which contain data for every record.   All systems need to and work on variables, which are divided into Mandatory and Optional Variables.   Man

  Instead of controlling access and permissions per user; especially where number of users could go up to thousands is not only tedious but could also lead to mistakes   And hence Ro

Dashboard → Administer → User management → Roles   Webhuk gives you fair amount of free hand in terms of your own definition of Users and therefore,

This section of the documentation library informs you, as an administrator of Webhuk, how to configure the system variables; manage users; grant them permissions to specific functionality of the softw

  Reminders When a task has been assigned to a specific user, Webhuk has an option of choosing to remind the user of the task by email. These reminders are sent to specific users via email clos

  User Tasks and Events are used to track tasks and progress of various tasks assigned to different users. These user tasks and events can be automatically created or manually created depen