CRM

CRM - Clients
Adding a Client into your CRM      1. Click on “Clients” from the Navigation bar and click on “New Client”.     2. In the opened pop-up, ad...
Mon, 3 Dec, 2018 at 3:58 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
How to sync/unsync Google account from your Profile
How to Sync Your Google Account: That’s great! You wish to sync your Google account to manage your Gmail, Contacts, and Calendar from your Radius Agent a...
Tue, 30 Jul, 2019 at 3:36 PM