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Editing Customer Details in CRM

Step 1: Go to the Dashboard and select "Customer."

Step 2: In the Customer section, place your cursor on the contacts.

Step 3: Click "Edit" to make changes to the customer's information.

Step 4: After making the necessary edits, be sure to click "Save" to save the changes.

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...
Creating Proposals in CRM

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

Step 1: Start by selecting "Sales" from the Dashboard. Step 2: In the Sales section, locate and sele...