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  2. Core Modules
  3. CRM (Customers, Contacts, Pipeline Deals)

CRM (Customers, Contacts, Pipeline Deals)

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How to import and manage your clients and contacts. Learn how to set up your deal pipelines and link them to your quotes.

  • Credit Control (Limits)
  • 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.)

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