CRM
Instructions on using the CRM
A Call can be added to schedule a phone call with a customer or supplier and assigned to a particular user if required. Calls can be added using eithe...
Wed, 31 Jul, 2019 at 9:09 AM
A Task implies that there is an action that needs to be done for example, a meeting to attend. A task can be allocated to a specific user of the system and ...
Thu, 25 Jul, 2019 at 1:33 PM
A Note can be added for a customer or supplier information. Notes can be added using either the Envelope Icon (top right corner) or directly in the CR...
Thu, 25 Jul, 2019 at 1:35 PM
When adding a record for a company to the CRM, the only required information is the Company Name, however each record can contain a range of details, for ex...
Mon, 9 Sep, 2019 at 9:24 AM