CRM (Customers, Contacts, Pipeline Deals)
How to import and manage your clients and contacts. Learn how to set up your deal pipelines and link them to your quotes.
- 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.)