Clients

CRM - Clients
Adding a Client into your CRM      1. Click on “Clients” from the Menu bar and click on “New Client”.     2. In the opened pop-up, add the Name...
Wed, 7 Nov, 2018 at 5:53 PM
CRM- Contacts
Adding a Contact into your CRM Click on “Clients” from the Menu bar and click on “Contacts” from the menu on the left hand side. Click on ...
Wed, 7 Nov, 2018 at 5:54 PM
CRM-Reminders
Set and Manage Reminders Click on “Clients” from the menu and select “Reminders” from the menu on the left hand side. To add a new reminder, click on ...
Wed, 7 Nov, 2018 at 5:53 PM