Blogging All-Things-CRM
10/13/2015
Unknown
Are you tired of storing your
customer data in spread sheets, emails and who knows where? Are there other
employees interacting with clients and you’d like a way to supervise the
activity? Do you feel like things are slowly getting out of contro...
6/19/2015
Unknown
CRM’s promise to make your business life so much easier.
Having all of your customer information in one place can really improve your
sales and business efficiency, but that information won’t just appear. Whether
your information is manually enter...
5/18/2015
Unknown
To absorb existing contacts into an existing account, go to the account view.
Click the add contact + button. Select 'Or, Absorb existing contact
'.
Then select the existing contacts and absorb....