CRM

CRM - adding a new customer/recording of an agreement
1. CRM - select Partners Click on the sub-menu "Partners" 2. Partners list - select adding a new Partner Click on the icon (+) to add ...
Tue, 19 Nov, 2024 at 1:42 PM
Overviewing and adjusting reminders
1. CRM - select Reminders Click on "Reminders" 2. Review missed/upcoming activities In the reminders list, missed reminders will be ...
Tue, 19 Nov, 2024 at 1:59 PM
Integration of CRM module with Google Calendar
1. Settings – Connections Click on "Connections" 2. Configuring a connection with Google For "Select a connecti...
Tue, 19 Nov, 2024 at 2:28 PM
Sending reminders to e-mail
To simplify your daily planning, we would like to introduce a feature that enables sending daily reports. 1. Specifying the time of sending reports ...
Tue, 26 Nov, 2024 at 4:52 PM