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Getting Started With Magnetic
Magnetic Implementation Launch pack
Implement the Magnetic Workflow Process for Your Agency
Setting up your account
How to add your company logo
Customise Your Personal Settings
Creating Custom Fields for Contacts/ Companies/ Opportunities/ Job
Customise Status Lanes for opportunities, jobs and tasks
Setting up new users to my account
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Magnetic Process Consultations & Training Packages
Magnetic Learning Guides
Creating an Opportunity
Signing a deal in Magnetic
How do I add a Comment or Follow-up to an opportunity or job?
How to use the Task Status Lanes
More important settings for Opportunities / Jobs
What is a project / job / order / case?
How to add a job
How to work with sub-jobs
Segment your database with tags
How to manage retainers
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Tasks and Time Tracking
How to add a task
Can I create tasks by sending an email?
What are @mentions and task links?
Task bulk editing
Force users to track time
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Contacts and Companies
How do I add a new contact or company?
How to add a follow-up to a contact
How to bulk edit contacts and companies
Create and Send a Cost Estimate
Create tasks from a Cost Estimate
Create a Purchase Order
Creating a Tax Invoice
Create a Supplier Invoice
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Job/Project Recon Report
User Profitability Report
Task Detail Report
Team Scheduler View
Sales Activities Report
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Importing and Exporting Data
How do I export my data from Magnetic?
How do I import my data into Magnetic?
Permissions and Security
Is my information secure?
How do I change my password?
What are the different permission that can be given to a user?
Email Integration Overview
How do email permissions work?
How to sync your emails to Magnetic
Configure email syncing with POP3 or IMAP
Configure email sycing with Exchange
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Integrations and Configurations
Web Lead Capture
Campaign Monitor Integration
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Human Resources Module
How do I add a line manager for an employee?
How do I add a performance review period?
How do I add additional assessors to users?
How do I create and approve a performance review?
How do I assess a review?
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Collaboration with external users
Enabling Dark mode
Setting your Magnetic landing/homepage
Support and Help
Frequently Asked Questions
Do you have user manuals?
Is there a limit to the amount of users I can have on Magnetic?
Can we import our database out of our current system and into Magnetic?
Can we send quotes?
Is my data secure?
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What is Boost?
Glossary of terms
How to install Boost?
Boost Setup and Configuration
How do I track time?
How do I upload time?
Boost Web Application
How do I assign time to tasks?
Auto Assign Tasks
How do I edit time entries?
Upload time to active integration
How do I hide time entries?
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Adding or editing an Integration