CRM - Customer Database (12)

Features Overview

Created by Matt Reid, Modified on Sat, 30 Apr, 2022 at 3:42 AM by Matt Reid
How to Add Clients

Created by Matt Reid, Modified on Mon, 16 May, 2022 at 2:07 PM by Matt Reid
Change a contacts Status

Created by Matt Reid, Modified on Tue, 19 Apr, 2022 at 7:47 PM by Matt Reid
Setting default pricing & discounts

Created by Matt Reid, Modified on Sat, 30 Apr, 2022 at 3:43 AM by Matt Reid
How to Create Groups

Created by Matt Reid, Modified on Mon, 16 May, 2022 at 11:04 AM by Matt Reid
How to assign contacts to a group

Created by Matt Reid, Modified on Mon, 16 May, 2022 at 11:34 AM by Matt Reid
How to add Leads

Created by Matt Reid, Modified on Mon, 16 May, 2022 at 2:07 PM by Matt Reid
How to add Prospect

Created by Matt Reid, Modified on Mon, 16 May, 2022 at 2:11 PM by Matt Reid
How to change a contact status

Created by Matt Reid, Modified on Wed, 18 May, 2022 at 7:40 AM by Matt Reid
How to add Suppliers

Created by Matt Reid, Modified on Fri, 20 May, 2022 at 12:08 PM by Matt Reid