CRM System (12)

Features Overview

Created by Matt Reid, Modified on 30 Apr 2022 by Matt Reid
How to Add Clients

Created by Matt Reid, Modified on 16 May 2022 by Matt Reid
Change a contacts Status

Created by Matt Reid, Modified on 19 Apr 2022 by Matt Reid
Setting default pricing & discounts

Created by Matt Reid, Modified on 30 Apr 2022 by Matt Reid
How to Create Groups

Created by Matt Reid, Modified on 16 May 2022 by Matt Reid
How to assign contacts to a group

Created by Matt Reid, Modified on 16 May 2022 by Matt Reid
How to add Leads

Created by Matt Reid, Modified on 16 May 2022 by Matt Reid
How to add Prospect

Created by Matt Reid, Modified on 16 May 2022 by Matt Reid
How to change a contact status

Created by Matt Reid, Modified on 18 May 2022 by Matt Reid
How to add Suppliers

Created by Matt Reid, Modified on 20 May 2022 by Matt Reid