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