CRM
By Charlie1 author12 articles
Introduction to the CRM module
Create a new company in the CRM
📺 Manage your client and lead database
Create a new contact in the CRM
Qualify the billing contact details of your clients
View the List of Opportunities/Projects Associated with a CRM Contact
Use flags to qualify and search for contacts
Create a company or contact directly from LinkedIn
How to Delete a Contact/Company from Your CRM?
How to handle a CRM contact's company change?
Merge 2 Companies
Merge 2 CRM Contacts