Joggle almost needs no instructions
But since you’re here, we’re happy to help.
The Basics: People, Projects and Stages
People
Think of People as your address book for customers and potential customers. You have one People record for each customer.
Projects
A project is the product or service your People may buy. You can have multiple Projects for each People record.
Stages
Stages help you organize your sales process. Each project can have up to six stages. The default titles: Meet, Propose, Connect, Order, Deploy and Follow-up can be change to whatever you want to call them. You can also leave a Stage unnamed if you don’t need to use it.
The Rest
Create an Account
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Customize Joggle Stages
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Create your User Profile
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Create People
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Create a Project from People
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Create a Project from the Project view
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Project/Stage View
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Project/Notes View
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Project/Detail View
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