Articles in this section

• Merging Companies and Contacts
• Company / Client PDF Template Tags
• A Tour of the CRM
• Understanding Customers, Contacts and Suppliers
• Importing Customers (Companies & Contacts)
• Importing Suppliers
• Client Tags - Flexible Tools for Managing Clients
• Opportunity/Deal Pipeline - Set up
• Working with Events (Tasks/Logs)
• Email Reminders for Events (Calls, Chasers, Emails, etc.)