Quick Guides

COMIDOR QUICK GUIDE Explore Comidor's advanced tools in just 5 minutes! Create “Forms” to conduct surveys With Comidor you can create questionnaire forms and send them to any user/contact/account/opportunity for analyzing your customer satisfaction & loyalty, your employees performance, your brand recognition etc. Click here to be transferred to the Comidor Forms app! Press the “+” button (next to the word “Forms”). Fill-in a title, the target group of the form, select its administrators and press “Save”. Your form has been created! Now you can click the “Action” button on the top-left of your screen underneath your Form’s title and…
COMIDOR QUICK GUIDE Learn the basics of Comidor Business Automation in just 5 minutes! (Since this is an advanced Comidor functionality, please have a look at our help center for more detailed documentation.) Monitor the organizational performance against predefined KPIs Set group and individual periodic Key Performance Indicators and monitor their progression. Click here to be transferred to the Comidor KPI app! Press the “+” button (next to the word “Indicators”). Set a personal, group or corporate KPI by filling-in the data fields and pressing on “Save”. Congrats you just created your first KPI to start monitoring your performance. Create…
COMIDOR QUICK GUIDE Learn the basics of Comidor Accounting System in just 5 minutes! Monitor your income/expenses/budgeting related with any Comidor entity Insert your financial statements into Comidor and relate them with Accounts, Projects, Opportunities, etc. to have a holistic view of your financial performance anytime. Click here to be transferred to the Comidor Income app! Press the “+” button (next to the word “Income”). Fill in the data fields of your new Income statement and relate it with any Comidor entity (via the task relations on the bottom) Congrats you just created your first Income statement! (Info: The “Outcome”…
COMIDOR QUICK GUIDE Learn the basics of Comidor Project Management in just 5 minutes! (Since this is an advanced Comidor functionality, please have a look at our help center for more detailed documentation.) Plan a Project Plan a project (no matter complexity or size), delegate work per project phases, monitor its evolution, costs and delays and deliver clear reports to your colleagues! Click here to be transferred to the Comidor Project app! Press the “+” button to create a new project. Once you fill-in the basic info, press Save. Now, you can enter Requirements, Deliverables or simply go directly to…
COMIDOR QUICK GUIDE Learn the basics of Comidor CRM in just 5 minutes! However, this is a quite advanced functionality of Comidor, so it would be useful to refer also to the related Documentation (check “Help Center”). Run an E-mail Campaign Reach your potential customers with a discount campaign, update your clientele with a newsletter or simply distribute a mass e-mail! Click here to be transferred to the Comidor Campaigns app! Press the “+” button to create a new campaign. Once you fill-in the basic info, press Save. Then, press the “Start” button to trigger the campaign. NOTE: the Campaign…
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