Knowledge Base

Find help articles, guides, tutorials, and answers to get the most out of Better Sales Pro.

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CRM & Pipeline

Manage leads, contacts, deals, and pipelines.

7 articles

Invoicing & Payments

Create invoices, track payments, and get paid.

4 articles

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Popular articles

The Do Not Call List

The United States Do-Not-Call Registry aims to protect consumers from these unwanted phone solicitations. Whil…

Owner Lookup

Owner Lookup There are three major parts of your profile within the software system. These include the public…

Reset Password

At times, we all find ourselves in situations where we need to reset our password. Whether you've forgotten yo…

Using a Letter Template

Letter actions gives you an easy way to create and send letters. Our system will automatically generate a PDF…

Email to Lead Integration

Leads email integration is powerful Perfex feature who allow you to integrate leads from your email address. Y…

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