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Edit Existing Task in CRM

Step 1: Access the Dashboard and select "Tasks."

Step 2: Choose the task you want to edit.

Step 3: Click on the "Edit" option located under the subject name of the task.

Step 4: Edit the task details as needed.

Step 5: After making the desired changes, click "Save" to save the updated 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...