All Collections
The Extended Basics
Once you've got the basics in place, start using some of the slightly more complex features
Services and ProductsDetails of what a Service and Product are, how they differ and how to Add / Edit / Delete them
TagsDetails of what Tags are, why use them and how to manage them
LeaderboardDetails what the Leaderboard is and the information it dynamically reports
Differences between Leads and Orders?Definition of both Leads and Orders and benefits of using them
LeadsWhat is a Lead and how to Add, Update and Manage Leads
OrdersWhat are Orders, the Types of Order and how to Add, Update and Manage Orders
Workflows OverviewWhat are Workflows and when you need to use them
How to Build WorkflowsDetailed breakdown of all Workflow Components and what information to enter to build a Workflow
Traffic LightsDetailed breakdown of How the Traffic Lights work, when they update and where they are used.
Scheduling Customer ActivitiesHow to Schedule various Customer Activities on either a Customer Record, Lead or Contract
Connected Mailbox - Adding your Work Email account into LucroDescription of what a Connected Mailbox is, the Benefits it provides and How to Set it up for your Work email address
Connecting an Outlook Calendar to LucroStep by Step Instructions of how to connect your Outlook Calendar to Lucro so it appears on the main menu