CRM (Customer Relation Manager)

CRM Info

Can a lead be converted to a client?
Yes, in the CRM (Client Relationship Manager), you can enter someone you could potentially get business from as a lead.  If that lead becomes a client, simp...
Tue, 12 Mar, 2019 at 8:01 AM
How do I change the background on task enteries
That setting can be found on any user's profile under "Color Code"
Mon, 3 Jun, 2019 at 1:55 PM
Recommendations on handling leads in CRM
What if a lead becomes stale or is no longer hot? Should I delete a lead? In a lead scenario, most CRM's including ours, you would not want to dele...
Thu, 27 Jun, 2019 at 11:16 AM
CRM Webinar
Tue, 22 Nov, 2022 at 1:13 PM