Customers > Manage Customers The Send Email feature allows for quick, one on one communication with a selected customer right from Manage Customers. These interactions […]
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How Do I Add Staff and Sales Reps?
Add Staff Members: Customers > Manage Customer Staff Keep your customer interactions organized by adding individual staff members of each account to CRM. This is […]
Continue readingHow Do I Use the Fast Lane?
Fast Lane The Fast Lane allows users to view quick reports for accounts with high sales potential, successfully manage key customer relationships, and schedule these […]
Continue readingHow Do I Use the Mobile Friendly Site?
Mobile Friendly Site Add contacts, manage customers, get directions, and view high level sales metrics on-the-go! Visit the Mobile Friendly Site at the following link: […]
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