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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
See all 12 articles
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
See all 15 articles
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 custom fields in 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
See all 12 articles
Job/Project Recon Report
User Profitability Report
Task Detail Report
Team Scheduler View
Sales Activities Report
See all 14 articles
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
See all 6 articles
Integrations and Configurations
Web Lead Capture
Campaign Monitor Integration
See all 11 articles
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?
See all 7 articles
Collaboration with external users
Enabling Dark mode
Setting your Magnetic landing/homepage