CRM

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Activities

Analyse

Cases

Companies

Dashboard

Opportunities

Settings

Analysing the Reports

51 views June 5, 2020

How Do I Access CRM?

23 views June 4, 2020

What is the Dashboard?

33 views June 4, 2020

Customising the Dashboard

52 views June 4, 2020

Adding Reports

43 views June 4, 2020

What is the Activities Section?

27 views June 4, 2020

Creating an Activity

62 views June 4, 2020

Adding a Priority and Activity Type

38 views June 4, 2020

Adding Users to an Activity

34 views June 4, 2020

Adding an Activity Owner

37 views June 4, 2020

Viewing and Editing Activities

40 views June 4, 2020

Completing an Activity

36 views June 4, 2020

Reopening an Activity

35 views June 4, 2020

Creating Activity Tags

41 views June 4, 2020

Viewing the History Log

43 views June 4, 2020

Viewing Completed Activities

30 views June 4, 2020

Viewing Outstanding Activities

33 views June 4, 2020

Opportunities

20 views June 4, 2020

Creating an Opportunity

37 views June 4, 2020

Adding a Company to an Opportunity

35 views June 4, 2020

Adding a Priority and Opportunity Value

35 views June 4, 2020

Adding an Opportunity Owner

31 views June 4, 2020

Adding an Activity to an Opportunity

32 views June 4, 2020

Opportunity Pipeline

35 views June 4, 2020

Products and Services

18 views June 4, 2020

Adding Products and Services to an Opportunity

32 views June 4, 2020

Creating New Products and Services (Key User Role)

35 views June 4, 2020

Viewing and Editing Opportunities

31 views June 4, 2020

Creating Opportunity Tags

31 views June 4, 2020

Deleting an Opportunity

30 views June 4, 2020

Filtering an Opportunity

29 views June 4, 2020

Viewing Lost Opportunities

33 views June 4, 2020

Viewing Won Opportunities

17 views June 4, 2020

Cases

20 views June 4, 2020

Creating a Case

31 views June 4, 2020

Adding a Company to a Case

30 views June 4, 2020

Adding Users to a Case

31 views June 4, 2020

Adding a Case Owner

30 views June 5, 2020

Adding an Activity to a Case

30 views June 5, 2020

Viewing and Editing Cases

32 views June 5, 2020

Changing the Case Stage

32 views June 5, 2020

Creating Case Tags

30 views June 5, 2020

Filtering a Case

31 views June 5, 2020

Viewing Open Cases

30 views June 5, 2020

Viewing Closed Cases

28 views June 5, 2020

Companies

21 views June 5, 2020

Searching for a Company

30 views June 5, 2020

Adding a New Company

31 views June 5, 2020

Adding a Company to an Activity

37 views June 4, 2020

Adding an Account Manager

32 views June 5, 2020

Interactions

32 views June 5, 2020

Attachments

35 views June 5, 2020

Adding Contacts to a Company

38 views June 5, 2020

Adding Contact Tags

30 views June 5, 2020

Adding a Main Contact

34 views June 5, 2020

Analyse

20 views June 5, 2020

Creating a Report

56 views June 5, 2020

Report Type Options

36 views June 5, 2020

Choosing Report Fields

33 views June 5, 2020

Filtering the Data

33 views June 5, 2020

Customising the Report

52 views June 5, 2020

Creating a Target Line and Labels

41 views June 5, 2020

Formatting the Report

66 views June 5, 2020

Copying a Report

42 views June 5, 2020

Sharing a Report

47 views June 5, 2020

Printing and Exporting Reports

28 views June 5, 2020

Deleting a Report

19 views June 5, 2020

Currency

17 views June 5, 2020

Tag Management (Key User Role)

21 views June 5, 2020

Products and Services (Key User Role)

25 views June 5, 2020

How can I change the theme of my CRM?

25 views June 5, 2020

How can I change my Password?

26 views June 5, 2020

How can I add colleagues to my Team?

21 views June 5, 2020