Hello there :)
We think all becomes easier if you have a full picture of a system and its functionalities. That is why we have prepared for you a summary of our support articles. Check them out and start designing your products in Victoury.
We recommend to follow these 6 steps before continuing your journey with us.
Step 1: Settings - GENERAL
Set the details about your company and other details based on which your Victoury environment will work.
Step 2: Settings - FINANCIAL
Set the currencies and taxes you work with.
Step 2: Settings - CONNECTIONS
In case you work with a backoffice, set your backoffice connection. In the same tab, you may set the Outgoing Email Server details for email sending through Victoury or the General Incoming Email Account in case you'd like to download emails to Victoury.
Step 3: Settings - CHOICE LISTS
Victoury has a whole range of choice list items added by default. The Available Options (the parent) are not editable but you may add, edit or remove items at your choice in Option`s List column and edit titles in Option Translation.
Step 4: Settings - SYSTEM
Select the HTML text editor of your choice for the fields throughout Victoury.
Add, edit, set passwords, or remove users
Manage your custom fields related to:
Manage your multimedia aspect ratios for the image cropping.
Manage your Tasks and API keys.
Further, we have made a list of articles grouped by category of items found in main left menu.
Product - How to add products in Victoury
How to create a Deal, an Option or a Lead
Add a new deal