- Academy
- CostCertified Knowledgebase (old platform)
- User, groups and permission management
-
Getting Started
-
Bolster Basics
-
Bolster Dashboard
-
Bolster Proposals
-
Bolster CRM
-
Line Items & Assemblies in Bolster
-
Bolster Presentations
-
Company Preferences & Settings in Bolster
-
CostCertified Fundamental Skills (old platform)
-
CostCertified Knowledgebase (old platform)
- PDF / document template editing
- Item editing, importing and exporting
- Creating and updating sales tax / VAT
- Troubleshooting
- Assembly building strategies
- Proposal/quote presentations
- Project details and settings
- User, groups and permission management
- Client management
- Accessibility
- Leads and lead forms
- Vendor payments
- Accepting invoice payments through CostCertified
- Updates
- Webhooks
- Exporting for Sage Accounting Software
- Client Chat
- AutoCost
Creating user groups
You can create user groups to keep track of different lines of business, locations, divisions etc. Once you create a group and add users to that group, you can filter by group in the pipeline and in reports
- Go to the Groups management page
- Click on Create above the table
- Set a name for the group
-
Save the group
- Add users to the group
- Go to the pipeline and you will see your groups that you can filter by