CRM

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Activities

Analyse

Cases

Companies

Dashboard

Opportunities

Settings

Analysing the Reports

48 views June 5, 2020

How Do I Access CRM?

17 views June 4, 2020

What is the Dashboard?

27 views June 4, 2020

Customising the Dashboard

48 views June 4, 2020

Adding Reports

36 views June 4, 2020

What is the Activities Section?

22 views June 4, 2020

Creating an Activity

58 views June 4, 2020

Adding a Priority and Activity Type

32 views June 4, 2020

Adding Users to an Activity

30 views June 4, 2020

Adding an Activity Owner

33 views June 4, 2020

Viewing and Editing Activities

35 views June 4, 2020

Completing an Activity

32 views June 4, 2020

Reopening an Activity

32 views June 4, 2020

Creating Activity Tags

35 views June 4, 2020

Viewing the History Log

39 views June 4, 2020

Viewing Completed Activities

27 views June 4, 2020

Viewing Outstanding Activities

30 views June 4, 2020

Opportunities

18 views June 4, 2020

Creating an Opportunity

31 views June 4, 2020

Adding a Company to an Opportunity

30 views June 4, 2020

Adding a Priority and Opportunity Value

32 views June 4, 2020

Adding an Opportunity Owner

29 views June 4, 2020

Adding an Activity to an Opportunity

30 views June 4, 2020

Opportunity Pipeline

33 views June 4, 2020

Products and Services

17 views June 4, 2020

Adding Products and Services to an Opportunity

29 views June 4, 2020

Creating New Products and Services (Key User Role)

32 views June 4, 2020

Viewing and Editing Opportunities

28 views June 4, 2020

Creating Opportunity Tags

28 views June 4, 2020

Deleting an Opportunity

27 views June 4, 2020

Filtering an Opportunity

27 views June 4, 2020

Viewing Lost Opportunities

31 views June 4, 2020

Viewing Won Opportunities

16 views June 4, 2020

Cases

17 views June 4, 2020

Creating a Case

28 views June 4, 2020

Adding a Company to a Case

28 views June 4, 2020

Adding Users to a Case

29 views June 4, 2020

Adding a Case Owner

28 views June 5, 2020

Adding an Activity to a Case

28 views June 5, 2020

Viewing and Editing Cases

30 views June 5, 2020

Changing the Case Stage

30 views June 5, 2020

Creating Case Tags

28 views June 5, 2020

Filtering a Case

29 views June 5, 2020

Viewing Open Cases

28 views June 5, 2020

Viewing Closed Cases

25 views June 5, 2020

Companies

18 views June 5, 2020

Searching for a Company

28 views June 5, 2020

Adding a New Company

28 views June 5, 2020

Adding a Company to an Activity

32 views June 4, 2020

Adding an Account Manager

29 views June 5, 2020

Interactions

28 views June 5, 2020

Attachments

30 views June 5, 2020

Adding Contacts to a Company

34 views June 5, 2020

Adding Contact Tags

28 views June 5, 2020

Adding a Main Contact

32 views June 5, 2020

Analyse

19 views June 5, 2020

Creating a Report

44 views June 5, 2020

Report Type Options

33 views June 5, 2020

Choosing Report Fields

29 views June 5, 2020

Filtering the Data

29 views June 5, 2020

Customising the Report

48 views June 5, 2020

Creating a Target Line and Labels

39 views June 5, 2020

Formatting the Report

63 views June 5, 2020

Copying a Report

40 views June 5, 2020

Sharing a Report

45 views June 5, 2020

Printing and Exporting Reports

25 views June 5, 2020

Deleting a Report

16 views June 5, 2020

Currency

16 views June 5, 2020

Tag Management (Key User Role)

20 views June 5, 2020

Products and Services (Key User Role)

21 views June 5, 2020

How can I change the theme of my CRM?

23 views June 5, 2020

How can I change my Password?

22 views June 5, 2020

How can I add colleagues to my Team?

17 views June 5, 2020