Magnetic Support
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Knowledge base
Getting Started With Magnetic
Orientation
1
Magnetic Product Tour
Magnetic Implementation Launch pack
1
Implement the Magnetic Workflow Process for Your Agency
Setting up your account
13
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
View all 13
Magnetic Process Consultations & Training Packages
0
Magnetic Learning Guides
Opportunities
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
View all 12
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
View all 15
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 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
View all 12
Reports
14
Job/Project Recon Report
User Profitability Report
Task Detail Report
Team Scheduler View
Sales Activities Report
View all 14
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
7
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
View all 7
Integrations and Configurations
11
Web Lead Capture
Campaign Monitor Integration
Xero Integration
Pastel Integration
Slack Integration
View all 11
Human Resources Module
8
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?
View all 8
Collaboration
1
Collaboration with external users
Magnetic Webinars
0
Personal Settings
3
Enabling Dark mode
Setting your Magnetic landing/homepage
Two-Factor Authentication
Magnetic Workflows
1
Workflows
Support and Help
Frequently Asked Questions
24
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?
View all 24