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Create New Task in CRM

Step 1: Start by selecting "Tasks" from the Dashboard.

Step 2: Click on "New Task" to add a new task.

Step 3: Fill in the task details, including the subject, start and due dates, priority, and description (if needed).

Step 4: Select assignees and followers for the task.

Step 5: After entering all necessary information, click "Save" to create the task.

Create New Customer in CRM

Step 1: From the Dashboard, locate and select the "Customer" option. Step 2: In the Customer section...
Import Customer Data CRM Process

Step 1: Navigate to the Dashboard and choose the "Customer" option. Step 2: Within the Custome...
View Existing Contacts In CRM

Step 1: Access the Dashboard and select "Customer." Step 2: Within the Customer section, choose...
Editing Customer Details in CRM

Step 1: Go to the Dashboard and select "Customer." Step 2: In the Customer section, place your curso...
Creating Proposals in CRM

Step 1: In the Dashboard, locate and select the "Sales" section. Step 2: Inside the Sales section, f...