Magnetic Support

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

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Magnetic Process Consultations & Training Packages 0

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

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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

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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

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Reports 14

• Job/Project Recon Report
• User Profitability Report
• Task Detail Report
• Team Scheduler View
• Sales Activities Report

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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

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Integrations and Configurations 11

• Web Lead Capture
• Campaign Monitor Integration
• Xero Integration
• Pastel Integration
• Slack Integration

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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?

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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

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?

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