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Knowledge base
Getting Started With Magnetic
Orientation
1
Magnetic Product Tour
Magnetic Implementation Launch pack
2
Supercharge your Agency with the Magnetic Implementation Launch Pack
Implement the Magnetic Workflow Process for Your Agency
Setting up your account
12
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
See all 12 articles
Magnetic Process Consultations & Training Packages
4
Magnetic Implementation Booster
Magnetic Assistance Package
Magnetic Re-Implementation Package
Business Intelligence Assessment & Recommendation Package
Magnetic Learning Guides
Opportunites
5
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
Jobs
12
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
See all 12 articles
Tasks and Time Tracking
15
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
See all 15 articles
Users
1
Deactivating Users
Contacts and Companies
3
How do I add a new contact or company?
How to add a follow-up to a contact
How to bulk edit custom fields in contacts and companies
Accounts Module
12
Create and Send a Cost Estimate
Create tasks from a Cost Estimate
Create a Purchase Order
Creating a Tax Invoice
Create a Supplier Invoice
See all 12 articles
Reports
14
Job/Project Recon Report
User Profitability Report
Task Detail Report
Team Scheduler View
Sales Activities Report
See all 14 articles
Importing and Exporting Data
2
How do I export my data from Magnetic?
How do I import my data into Magnetic?
Permissions and Security
3
Is my information secure?
How do I change my password?
What are the different permission that can be given to a user?
Emails
6
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
See all 6 articles
Integrations and Configurations
11
Web Lead Capture
Campaign Monitor Integration
Xero Integration
Pastel Integration
Slack Integration
See all 11 articles
Human Resources Module
7
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?
See all 7 articles
Collaboration
1
Collaboration with external users
Magnetic Webinars
2
User Profitability
Sales Pipeline
Personal Settings
2
Enabling Dark mode
Setting your Magnetic landing/homepage
Support and Help
Frequently Asked Questions
25
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?
See all 25 articles
Boost
General
0
Desktop Application
0
Boost Web Application
0
Integrations
0
Permissions
0